Field View - User Training

Welcome to the Field View User Training Course.

This course will walk you through using Field View:

This course covers all functionality that is available - so remember, you may not be using some functions on your project.

Field View - User Exam

Once you have finished the reading material you can take an Exam to validate your learning. The exam covers all the topics in the reading material and will produce a random set of 80 questions - 60 of which must be answered correctly to pass (75%).

The Exam is Open Book - your reading material will be available to you in a separate tab and we would encourage you to refer to it during the exam. Remember - we want you to be able to use  Field  View  effectively and to use the Training  Material as a guide and reminder of how to do things.

The exam is timed - you have 1 1/2 hours to complete it - and you can only take it once.  So please make sure that when you take the exam you have set aside some dedicated time.

Getting Started

Getting ready for this course - Required Materials

Required Materials

This Field View User course will walk you through all the functions of using Field View on a tablet. Each section will have some exercises to do - so you will need a tablet with Field View installed to follow along with this course.

Field View on Android

If you are using Field View on an Android device you will need one of the following to complete this course:

  • An Android Tablet with Field View installed
  • A Laptop or Desktop PC with an Android Emulator installed.

If you will be using an emulator then we recommend using Bluestacks - which is available as both a free and paid-for application. Bluestacks can be downloaded here:

https://www.bluestacks.com/

A list of supported Android Devices is available here. You can install the Field View Android application by following the instructions here.

Field View on Windows

If you are using Field View on a Windows device you will need one of the following to complete this course:

  • A Windows Tablet with Field View installed
  • A Laptop or Desktop PC with Field View installed from the Windows Store.

You can install the Field View application for Windows from the Windows Store - search for "Field View". 

NB: Field View can only be installed on Windows tablets - it cannot be installed on Windows phones.

Field View on iOS

If you are using Field View on an Apple device you will need the following to complete this course:

  • An Apple Tablet with Field View installed.

You can install the Field View application for iOS from the Apple Store - search for "Field View".

NB: Field View can only be installed on Apple tablets - it cannot be installed on an iPhone.

Following along - using your own Project

Following the course material on your own Project.

If your Project has been set up already on Field View you can follow the exercises in each section on your own Project. Your Project Administrator will need to have set up a few things in advance to allow you to do this.

  • Your Project will need to be setup in Field View
  • You will need to have a tablet with Field View installed available.
  • Your Project Administrator will need to have installed your Project on your tablet or;
  • Your Project Administrator will need to send you a QR code to scan to install your Project.

If you cannot access your Project at this point please speak to your Project Administrator or your Field View Implementation Consultant before proceeding.

Following along - using the Field View sample project.

Field View Demonstration Project - Android

If you are not using a live project for this training then we recommend that you load our demonstration project so that you can follow along and, where appropriate, try out the functions that we talk about in the training.

To set up the demonstration project you will need either:

  • An Enrolement QR Code
  • A Device Name and Password

These will need to be issued to you by a Field View administrator. If your Project is being set up by Viewpoint then please contact your Implementation Consultant.

If your Project is being set up by your company then please contact your Field View Business Administrator to obtain either a QR code or a Device Name and Password.


Field View Demonstration Project - Windows.

The Windows application comes with it's own in-build demonstration project. You can access this if it's the first project that you load on a tablet - or even if you already have a project installed on your Tablet

No project installed.

If you do not already have a project installed to  Field  View on your tablet then as soon as you open Field View you will be shown the settings screen. Click on the button at the bottom that says "Load Sample Data". The demonstration project will then be installed.

Existing Project installed.

If you already have a project installed to Field View on your tablet then you will need to use the Switch Project functionality to add the demonstration project.

To access this - click on the Switch Project icon in the bottom right-hand corner. On the Switch Project screen select the New Project button in the top right. On confirming you will be presented with the Settings screen as above.

Field View Demonstration Project - iOS

The iOS application comes with it's own in-build demonstration project. You can access this if it's the first project that you load on a tablet - or even if you already have a project installed on your Tablet

No project installed.

If you do not already have a project installed to  Field  View on your tablet then as soon as you open Field View you will be shown the settings screen. Click on the button at the bottom that says "Load Sample Data". The demonstration project will then be installed.

Existing Project installed.

If you already have a project installed to Field View on your tablet then you will need to use the Switch Project functionality to add the demonstration project.

To access this - click on the Settings button next to the Sync button then tap Switch Project in the bottom left.. On the Switch Project screen select the New Project button at the bottom. On confirming you will be presented with the Settings screen as above.

No project installed.

If you do not already have a project installed to  Field  View on your tablet then as soon as you open Field View you will be

Check you are ready to start

Let's make sure that you are all set up and ready to start the course. Are you sure that:

  • You have Field View installed on a device of your choice and that you can access either your own Project or the Field View sample project? 

  • Yes
  • No

Section 1 - Your Device

Definitions

External Storage Card

These are memory cards that boost the available storage space on a tablet. Generally these will be found on Android Tablets. 

Internal Storage

This is the amount of storage space on a device that you can use to install programs, store pictures and save Field View information. Android tablets will usually have 8, 16 or 32 gigabytes (GB) – Windows and iPads can have more

Operating Systems

What kind of tablet do I need for Field View?

Field View is available for Android, Windows and Apple tablets. For Windows and Apple tablets Field View has a minimum specification that your tablet must meet before you can install it on your device. The minimum specification is shown on the Application Information in the Windows or App stores.

Android is a bit more flexible and in general Field View will run on most Android devices. Because there are so many different Android devices we maintain a list of Supported Devices on our Clearview Help pages. Devices not on the supported list may run Field View but you could encounter some unexpected results. Contact our Support Team for advice.

 The Windows and the iOS versions of Field View can be installed directly from the Windows Store and the App Store – search for “Field View”. The Android version of Field View currently needs to be installed directly onto the tablet. 

Clearview Help Portal

A guide to installing Field View on Android - along with the required downloads - is available on our Clearview help portal.

https://clearview.viewpoint.com/


Device Specification - Minimum Operating Requirements

What kind of tablet do I need for Field View?

As the iOS and Windows applications are newer there are only certain models of tablet that you can use them on. In general:

  • Windows tablets must be running a full version of Windows 8.1 or above 
  • Apple tablets must be running iOS 9.0 and above and be a 5th generation iPad or better 

Information whether you can use your tablet with the application is given on the Field View application page on both the Windows Store and the App store.

It is currently not possible to use Field View on a Windows phone or an iPhone. With Android it is possible (although not supported) to use Field View on a phone. Remember though that Field View is designed with a 7” minimum screen in mind – so it’s possible some things may not display correctly.

You can find more, detailed, information in the Field View Guide - Devices

Field View Guides

You can find more, detailed, information on devices in the Field View Guide - Devices available from Professional Services


Device Specification - Storage Space and Protection

What kind of tablet do I need for Field View?

8 gigabyte (GB) of storage space will be sufficient for most projects but for larger projects or devices where you plan to have more than one project on each device may need 16, 32 or even 64 GB of storage space. Field View is designed to work offline – so wifi only tablets are fine. You can also purchase tablets that can accept a SIM card – this will allow you to use the internet as long as you have signal.

Generally speaking you will need around 2 GB of space for each project that you want to load onto the tablet.

Battery life on most current tablets is very good – different tablets will give different results – but you should expect to be able to use your tablet all day. Just remember to charge it overnight!

Tablets are generally robust but most will likely break if you drop them from any height. The same goes for getting them wet. Most tablets will describe themselves as “splash-proof”. This means that getting a small amount of water on them will be ok – dropping them in a puddle will most likely break them. We recommend that you enclose your tablet in a protective case.

Device Specification - Using other Applications

What kind of tablet do I need for Field View?

Different tablets come with different applications installed – some have inbuilt Barcode Scanners, some come with GPS functionality etc. What you can use on your device will be down to the IT policy that your company operates.

Your tablet may be personalised to you and secured with a lockscreen pin – this is a number that you will have to type in to access the tablet. Do not contact Viewpoint for information on your Pin – you will need to speak to your IT department or whoever set up your tablet.

Your company may also use a Mobile Device Management (MDM) solution. Examples include SOTI and Mobileiron. This software will control all aspects of your device and decide what programs you can and cannot use as well as what you can install and view on the device.

Generally speaking Field View will work with some aspects of other applications – for example you can talk to type if the keyboard you have installed supports this - and not with others - Photographs with GPS tags will not keep the GPS tag once uploaded.

Device Specifications - Tablet Settings

What kind of tablet do I need for Field View?

When setting up your tablet from new there are no particular settings that you need to enable to make Field View work correctly but we do recommend a few general settings on your device to make working with it a little easier:

  •  Screen Timeout: Most tablets will switch off the screen after 30 seconds as default. We recommend changing this in your tablet’s Settings to the maximum possible (usually either 30min or Never Switch Off)
  • Screen Brightness: Most tablets will default to automatic brightness. As you will be primarily using the tablet outside we recommend that you switch Brightness to maximum in the tablet Settings menu.

Remember – what settings you can change may be restricted by MDM software. You may need to speak to your IT team to configure some of your settings.

Overview of your Device

Front

This is based on a standard Samsung Galaxy Tab S 8.2 – but will apply in the main for many Android Tablets. 

  • Back. Tap to return to the previous screen, or to close a dialogue box, menu or keyboard. 
  • Front Camera. Lower resolution camera mainly used to take pictures or video’s of yourself. 
  • Home Key. Tap to return to the home screen. 
  • Power / Lock. Press and hold to turn the device on and off, or press once to lock or wake up the screen. Press and hold will also give you options to restart the device.

Overview of your Device - Back

Back

  • Camera. Take pictures for use in Field View. 
  • Flash. Illuminate subjects in low-light environments 
  • Speaker. Plays sounds, notifications and audio. 
  • USB Charger / Accessory Port. Connect the charger / USB cable and other optional accessories.

5 Things You Need To Know - #1

Android, Windows and iOS tablets.

As well as Android Tablets, Field View is also available for Windows and Apple tablets as well – they all look slightly different but the basic functionality is the same.

Remember, with Android it is possible (although not supported) to use Field View on a phone. It is currently not possible to use Field View on:

  •  A Windows phone
  • An iPhone

There is no difference between using Field View on any type of tablet – the same functions are available on all devices.

5 Things You Need To Know - #2

How much space does a tablet need to run Field View?

Android tablets work slightly differently to Windows and iOS tablets in that system data (i.e. the data that Field View uses and creates) cannot be stored on an external storage card. So even if you buy a 32 gigabyte (GB) memory card for your Android device it will not increase the amount of storage available to Field View.

Windows and iOS devices do not work this way and tend, in any case, to have higher internal storage by default.

 Projects can be configured by an Administrator to remove information from a tablet automatically when it is synced – for example every time you mark a Task as Complete it will sync and then be removed from the device. Information will still be available on the Field View website

5 Things You Need To Know - #3

Can I use my device for other things - like browsing the internet?

Your company may allow you to install and use other programs (such as internet browsers, keyboards, software tools etc) as well as Field View on your tablet – they also may employ Mobile Device Management (MDM) software that restricts what programs you can use on the tablet.

You can also use your tablet for other site-based tasks – like taking photographs to add at a later time to a Task or a Form, looking at PDF drawings while out on site or accessing the internet for information.

If you are unsure of what you can or can’t do with your tablet you should always check with your IT department

5 Things You Need To Know - #4

How durable is my device?

Remember – unless you have a specific type of device (called Ruggedised) then it will be designed for Home and Office use. Drop it off the second floor of your building and it’s likely to smash!

Some devices will be described as “splash proof” – this means that they can get slightly wet (think being rained on). Others may be described as “waterproof” – this means that they can be put underwater for a limited amount of time.

In an environment like a construction site we recommend that you protect your tablet by adding a ruggedised case – Otterbox and Gumdrop cases are just two examples. These will protect your device from most accidents.

5 Things You Need To Know - #5

Can I use my tablet if it doesn't have a connection to the internet?

Field View is designed to work offline – this means that you don’t need an internet connection for it to work. You do, however, have to update it every now and then – so you will need to connect to the internet at some point during the day.

Your tablet could be wifi-only – which means that you will need to connect it to your site or office wifi for it to update. We would recommend that you do this at least 3 times a day. Once in the morning, once for lunch and once when you’ve finished for the day.

Your tablet could have a 3G / 4G SIM card installed (like a phone) or you may use your phone as a Hot Spot – this would allow you to connect to the internet at any time provided you have a signal.

What devices can you use Field View on?

Drag the appropriate answer to each type of device.

  • Android Tablet
    Yes
  • Android Phone
    Yes but not supported
  • Windows Tablet
    Yes
  • Windows Phone
    No
  • iPad
    Yes
  • iPhone
    No

Does your tablet need to have a 4G internet connection?

  • Yes - Field View will not work unless it has an internet connection
  • No - Field View is designed to work offline. You only need to be able to connect to wifi.

Section 2 - Getting Started with Field View

Definitions

Project Editor. Project Editors are the main users of Field View and will normally be out on site using the tablets. Project Editors in Field View can do most things except configure projects and delete things. They can add, edit and manage Tasks (Snags) and Forms for their Project.

Project Administrator. Project Administrators setup and configure Projects in Field View as well as maintain and update them. Project Administrators will usually be using the Field View website rather than the tablets. 

Business Administrator. Business Administrators are the Superusers of Field View. They make decisions about how Field View should be set up for your business rather than setup projects and will usually be using the Field View website.

Launching Field View

Starting the Field View application

Your tablet should be pre-installed with Field View and be linked to your project by your Project Administrator. They will install the Field View application, create the device details on the Field View website and link the tablet to the Field View project.

To start the Field View application click on the Field View Icon on your home screen. Alternatively open the App Drawer and scroll to find the Field View application.

The Field View icon is a white V on a blue background.

Tapping the icon will take you to the Field View login screen.

The Login Screen - Project Name

The Login Screen - Project Name

In the top left-hand corner of the login screen you can see the name of the project that the device is currently synced to.

This is useful if you have multiple projects and are switching between them using the Switch Project functionality to identify which project information is currently loaded on the device.

Additional projects will need to be set up by a Business Administrator.

The Login Screen - Logo

The Login Screen - Logo

You can customize your Devices with your company logo which can be placed in the top left of the login screen.

If no logo is specified then devices will default to the main Field View logo as in this example.

Logo’s can be added to your Devices by a Project Administrator via the Web Interface.

The Login Screen - Messages

The Login Screen - Messages

System Messages are displayed underneath the device logo.

Various Messages can be displayed here including device specific messages (for example information about the last sync attempt on the device) as well as global messages – so, for example, information about upgrades, issues or downtime which are broadcast to all devices running Field View.

Messages here can only be added by Field View as they are available to everyone – not just your company

The Login Screen - Sync Bar

The Login Screen - Sync Bar

Field View is designed with the ability to be able to work offline. Information is stored on the Device and has to be synced to the website.

The sync bar allows you to start the syncronisation process and will display information (when syncing) showing what stage the sync is at and what percentage completion that stage is at.

Nominally there are 21 stages to go through – but be aware that the device does not have to go through all these stages and may jump around between stages before completing – depending on what information needs to be transferred.

The Login Screen - Sync Steps

The Login Screen - Sync Steps

There are some Sync steps that you should be aware of as they represent significant points in uploading and downloading data onto your device.

Step 1. This is a check to see if your device can connect to the internet. If it doesn’t pass Step 1 then you have no internet connection.

Step 3. This is a check to see if your application needs to be updated. You should always agree to the update as you must be using the latest version of Field View.

Step 17. This is where Field View will download any new drawings onto your device. If this is the first time syncing this project - this step may take some time.

The Login Screen - Main Contractor Users

The Login Screen - Main Contractor Users

The final section is the Users list on the right-hand side of the login screen.

This displays the project Users that are able to login to the project via the device. Your name and, if recorded, your job title will be displayed.

Users are added to the Project by the Project Administrator on the web interface.

If you cannot see your name on the list it is likely that you have not been assigned to the project and you should contact your Project Administrator in the first instance.

The Login Screen - Subcontractor Users

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The Login Screen - User Name order

The Login Screen - User Name order

Names in the User list will rearrange themselves based on use – the more you use the tablet the higher your name will appear in the list.

If you haven’t logged on or used a particular tablet for a while you may need to scroll down to the bottom of the list to find your User Name.

The Login Screen - Additional Functions - Sync Log

The Login Screen - Additional Functions - Sync Log

The login screen also contains some useful tools that you may occasionally need to use. For most of these you will not need to have an in depth understanding of what they do but it’s useful to remember where they are.

The first of these is the Sync Log. This contains a list of status messages about the last synchronisation process. Any errors will be highlighted by a white X on a red background.

You may occasionally need to look at the Sync Log to help the Field View Support Team diagnose any issues.

Sync error message

Here we can see a sync error message on the login screen. Error messages are highlighted by a yellow warning triangle.

For more detailed information you will need to click on the Sync Log icon.


Sync error log

Here we can see a sync error. In this case the sync has failed at Step 1. No Network Connection means that there is no internet connection.

In most cases the failure message will refer to a specific technical fault will you will need to contact Field View Support for more information.

The Login Screen - Additional Functions - The Help Menu

The Login Screen - Additional Functions - Help Menu

The ? Icon will take you to the Field View Help page. You will need to have an internet connection available as this feature does not work offline.

The Help Page features guides for various functions in Field View and includes a guide to using the Tablet, the Field View Application as well as the Field View website.

Contact details for the Field View Support Team can also be accessed from here.

You should always check with your Project Administrator first if you have any technical problems. They will then advise you if you need to contact Field View Support.

The Login Screen - Additional Functions - Help Menu

The ? Icon will take you to the Field View Help page. You will need to have an internet connection available as this feature does not work offline.

The Help Page features guides for various functions in Field View and includes a guide to using the Tablet, the Field View Application as well as the Field View website.

Contact details for the Field View Support Team can also be accessed from here.

You should always check with your Project Administrator first if you have any technical problems. They will then advise you if you need to contact Field View Support.

Clearview

Clearview is our new help portal. Like the Help page you will have to have an internet connection available as it cannot be accessed offline.

Clearview can be accessed by going to https://clearview.viewpoint.com/ . You will need a User Name and a password for access.

Clearview gives you access to additional Support features such as - 

  • Online Chat
  • System Status
  • Knowledge Base articles
  • Viewpoint Learning Centre.

To access Clearview an Administrator in your Organisation will need to be setup to add new Users. Contact our Support Team for more advice.

Logging On

Logging On

To log on to the project select your name in the User list by taping on it once and then tap the Password field at the bottom to enter your password.

Your password is the same password that you use to access the website. This will be issued to you by your Project Administrator.

If you have forgotten your password then you should visit the Web Portal login screen (www.priority1.uk.net) and click the Forgotten Password link. You cannot do this on the tablet.

Forgetting your Password or your User Name

Forgetting your Password or your User Name

If you have forgotten your password then you should visit the Web Portal login screen (www.priority1.uk.net) and click the Forgotten Password link. You cannot do this on the tablet.

You will be asked to enter your User Name and you will then get an email straight away with a new password.

Remember -  this password will not take effect on the tablet until you sync it. So once you have received your new password sync your tablet straight away to ensure that your new password is downloaded.

If you are still having problems logging in contact your Project Administrator in the first instance or you can contact our Field View support Team.

5 Things You Need To Know - #1

What do all the sync stages do?

When you press the sync button Field View will go through around 19 stages to sync the information between your device and the Field View website. Here are some of the important steps:

Step 1. If your device doesn’t get past Step 1 in the process then you have no internet connection.

Step 3. At Step 3 Field View will check to make sure you are running the latest version. You might get asked to confirm that you want to upgrade Field View. Always select Yes or Upgrade.

Step 17. Field View will download any new drawings to your tablet at Step 17. If this is the first sync for a device it will take a little longer than usual.

5 Things You Need To Know - #2

Field View says that my password is incorrect. What do I do?

Everyone forgets their password occasionally so we’ve tried to make it as easy as possible for you to reset and change your password.

If you know your password and want to change it to something else you can do this on the Field View website. We’ll show you how to do this a little later.

If you’ve forgotten your password then the quickest way to get a new one sent to you is to go to the Field View website and click the Forgotten Password link on the login screen. This will send you a new password instantly.

REMEMBER. If you change or reset your password you must sync your device to get the new information onto the tablet.

5 Things You Need To Know - #3

I need some help with my Field View tablet - what do I do?

Sometimes you might need some help using Field View – either you want to do something and can’t remember how or something is wrong with your tablet and you need some technical help.

Your Project Administrator should be able to help you – so always ask them first – but you can always contact our Field View support team to ask for their help.

Clicking on the ? Icon on the login screen will take you to our help page (you’ll need an internet connection for this). Here you can find some guides to using Field View as well as the email address and telephone number of our Support Team.

5 Things You Need To Know - #4

I’m a Project Manager that works on more than one site. Can I see more than one project on my tablet?

Your Field View device can be set up so that you can access more than one project on your Tablet. This will need to be done by a Project Administrator.

You can switch to a new project by using the Switch Project functionality in the Overflow menu. Select the project that you want to work on from the list and then hit sync to make sure that you have the latest information.

The amount of projects that you can store on a tablet at any one time will be limited by the amount of storage space that is available on the device. Larger projects will take up more storage space.

5 Things You Need To Know - #5

My name isn't showing on the login screen - what's wrong?

Project Administrators control which Users have access to their project on the Field View website.

Generally speaking if you can’t see your name on the User list then you have not been assigned to this project on the Field View website.

Ask your Project Administrator to assign you and then sync your device. You should now see your name appear in the User list.

If you are a Subcontractor and your name is not on the User list then it is likely that you have not been made a Device User. Speak to your Main Contractor’s Field View Administrator and they will be able to change this.

Worked Example: Logging in to Field View

Hover over the "i" icons above to remind yourself what each section of the login screen does. Once you are familiar with the login screen try the following exercise:

  • Log on to your tablet by opening Field View.
  • Select your name in the User List on the right.
  • Type in your Password and either press Enter or the > button on screen.

You should now be logged into Field View.

What does the Field View icon look like?

What do the following Sync Steps do?

  • Step 1
    Checks for connection to the internet
  • Step 3
    Checks for upgrades to the software
  • Step 17
    Downloads drawings onto your tablet

Why might you not see your name on the login screen?

Pick one answer only

  • You have not been assigned to the Project by a Business Administrator
  • You have not been assigned to the Project by a Project Administrator
  • You do not have the correct Role to view this project.

Pick the appropriate Support option

  • I have forgotten my password
    The web portal login page.
  • I want some help on using the Field View application
    The Field View help page
  • I want some advice on my project
    Your Project Administrator
  • I have a technical issue with my tablet
    The Clearview Online Chat facility

Section 3 - Using Field View

Definitions

  • Geometry. When your project is configured each location is broken down into smaller and smaller areas. For example Building A > Level 01 > Apartment 101 > Bathroom. We call this structure the Project Geometry.
  • Tile. Each location in the Project Geometry is represented by a Tile in Location View on the tablet. You can tap on each tile to move through the Project Geometry from top to bottom. 
  • Points of Interest. Points of Interest are things that are happening at each location. These can be Tasks, Forms, Assets or Processes.

Location View - Overview

Location View - Overview

The Location View is the default view that you will see when you log into the Project.

Field View is a location-based tool – it is primarily interested in where you are doing work. We call the structure of the locations in your project the Project Geometry.

Each area of the Project Geometry is displayed in it’s own tile – clicking on a tile will expand the Project Geometry down to the next level.

You can use these tiles to navigate to the location that you want to snag and also to move between areas.

Location View - Icons

Location View - Icons

Each Tile will indicate how many Points Of Interest (POI’s) there are at that location. The count is cumulative over everything below that level. So in the example here there are 201 Tasks in Internals, 2 Tasks in Externals - making a total of 203 Tasks in Residential Apartments.

Task Icon

Tasks are indicated by an icon that looks like a tick inside a circle.

Form Icon

Forms are indicated by an icon that looks like a clipboard.

Process Icon

Processes are indicate by an icon that looks like a diamond.

Asset Icon

Assets are indicated by an icon that looks like a tag.

Location View - Points Of Interest Counts

Location View - Icons

As you move down through the project Geometry the POI counts on the tiles will change to reflect the different amount of items in the selected location and all other locations underneath that location.

In this example you can see that the number or Tasks at the Level 0 Location is 201 - this is made up of 146 Tasks from the Whole apartment example location, 25 from the Partially Split Calibration location, 20 from the Completely Split Calibration location and 10 from the Cores location

In the same way the 25 Tasks in the Partially Split Calibration location are made up of the 19 Tasks in Apartment type 01 and 6 Tasks in the Apartment Type 08 Location.

Location View - Plan View Globes

Location View - Icons

Location Tiles with a globe in the top right hand corner indicate that the selected location has a drawing attached which can be viewed in Plan View.

If there is no globe against a location then it will only be accessible in Location View and not in Plan View.

Not every Tile will have a globe – in the example shown the Internals tile doesn’t have a globe icon. This makes sense if you think that there is not a drawing that shows the whole of the internalsk.

The Level 0 Tile does have a globe as this is the first location that we have a drawing for.

Location View - Breadcrumb Trail

Location View - Breadcrumb Trail

Across the top of the Location View there is a breadcrumb trail to give you another view of where you are in the Project Geometry.

The Breadcrumb Trail shows you the locations that you clicked on, in the order that you clicked on them.

Like the location tiles you can click on the locations in the Breadcrumb Trail to navigate between different areas.

Tapping on the locations in the Breadcrumb drop down menus will take you to that location on the Location View.

Location View - Navigation

Location View - Navigation

Clicking on a Location tile will open the next set of locations in their own tiles to the right of the location that you selected.

Once you have reached the lowest level of the Project Geometry selecting a Location Tile will not open another column of tiles.

You can also move back to a new location by clicking on the appropriate Location Tile – for example to move to 3rd Floor Locations you would simple click on the Level 3 Location Tile.

Location View - Location Checking

Location View - Location Checking

Your Project Administrator can add a function called Location Checking to each location in your project. 

Location checking gives you an at-a-glance view of the status of a particular location. In this case we can see that A07 is marked as No Checked (red bar) and A08 is marked as Checked (green bar). The status of the location is not linked to the Tasks or Forms at that location - so, for example, Closing all Tasks at a Location will not set the Location Status to Checked. You must move it to Checked manually.

Changing the status of a Location can be done on the Tablet or on the Website in Classic Field View. You cannot currently update a Location Status in New Field View.

We will look at how to do this a little later in Location Summary.

5 Things You Need To Know

I'm missing an area on my project - where is it?

Your project Geometry can be set up either by Viewpoint or by your Project Administrator. If an area is missing there could be a couple of reasons.

It might have been missed! Sometimes areas on a plan can get missed. It’s easy for your Project Administrator to add an area to the Field View project so if something is missing let them know. You will need to sync your device for the new area to appear once changes have been made.

Sometimes we leave out areas for practical reasons. Typical examples include voids and risers. This will usually have been a decision made by the project team based on how they want to report on the project. Again if something is missing – let your Project Administrator know.

5 Things You Need To Know

I don't really need the counts of items on the tiles - can I switch them off?

The Points of Interest counts on the Tiles are a helpful project management tool as they let you see where things are happening on your project.

However you may prefer to look at areas on the Plan or in summary via Location Summary so you can switch off the count of items on the Tiles.

We will show you how to do this in the Filters and Dashboard section later.

5 Things You Need To Know

What is the point of the breadcrumb trail?

The breadcrumb trail can be used in two ways.

Firstly it shows you where you are in the project. In a large project with a lot of detail you may have clicked several Tiles to get to where you are and previous tiles may not be visible as they are now off the side of the screen. The breadcrumb trail offers you an easy way to get back to previous areas.

It’s also extremely useful when you want to flick between large areas quickly - for example Level 00 to Level 05 or Building A to Building B – without having to tap your way back through the Tile structure.

5 Things You Need To Know

Why doesn't Field View show any of the systems I'm working on?

Field View is a location-based snagging tool – so it is primarily interested in where the snag is rather than what it is or what’s wrong.

Let’s take a pipe for example. A ducting pipe could cover multiple rooms on one floor but the snag is in Room 5.

A waste pipe could cover multiple rooms over multiple floors – but the snag is in Room 5 on Level 01.

The vast majority of projects that you will see in Field View will be broken down by location in this way.

5 Things You Need To Know

We're halfway through the project and something has changed - is this a problem?

We all know that things can and do change during the lifetime of a Project and Field View makes it easy for you to reflect changes onto your Field View project.

Changing the configuration of a project is the responsibility of a Project Administrator and they will be able to change things like room names and drawings.

Because Field View is location-based you might not need to update the drawing every revision. Remember you’re not using Field View as a building tool – so if Room 5 is still in the same place from Revision B to Revision C why update the drawing?

Some more definitions

  • Location. A location is a unique part of your project. This could be a Room, a Floor, a riser – any physical area of your project can be represented by a Location. 
  • Calibration. A calibration tells Field View which part of the drawing represents a particular location in the Geometry. You can have one calibration per location. 
  • Drawings. Drawings in Field View are basically a map of your project. You won’t be using them to help you build things correctly – just to identify where you are in the project. It’s important to understand that you don’t have to use the latest drawings – as long as they still reflect the physical characteristics of the building correctly.

Plan View - Overview

Plan View - Overview

Once you have selected a location that has a globe icon (indicating that there is a drawing available in Plan View) tap the Plan View tab to switch to Plan View.

You can switch back and fro between Location View and Plan View by tapping on the tabs in the top left hand side of the page.

Remember – Tiles that don’t have a globe icon do not have a drawing associated with them. Field View will remind you by displaying a message saying that there is no drawing at that location.

Plan View - Drawings

Plan View - Drawings

Here in Plan View you can see the drawings that have been uploaded onto your project. It’s important to remember a few things here: 

  • Field View is a location-based tool. Generally speaking you will be looking at GA drawings as these will show you the layout of the project so you can identify where you are. 
  • The drawings don’t have to be the latest drawings. Field View is a project management and information gather tool – it shouldn’t be used to build your building.

Plan View - Points of Interest

Plan View - Points Of Interest

Once Plan View is selected the view will switch to a view of the drawing – zoomed in to the location that you selected in Location View.

You can see in this example that there are several POIs already created. The type of Pin indicates whether it is a Task or a Form – Tasks have round centres, Forms have square centres.

The letter in the Pin is the first letter of the Task or Form Type and the colour indicates the workflow status of the Task or Form.

Plan View - Points of Interest

Plan View - Points Of Interest

As a Main Contractor you will be able to see Pins for all Tasks and Forms issued on your Project.

You can also allow your Subcontractors access to Field View on a device. This will allow them to see Tasks and Forms that have been issued to them – but only issued to them.

If you need to see less information then you can use the Filter options. We will look at these later.

Plan View - Navigation

Plan View - Navigation

The red area around the location is called a Calibration. Field View considers anything within that red square to be one location.

In the example opposite if we create a Task anywhere within the red square it will be created in Apartment A05 – even if on the drawing it appears to be in another room.

All that matters to Field View is that you created the Task inside the red calibrated area.

Plan View - Navigation

Plan View - Navigation

You can see from this example that we have extended the Calibration area outside the walls of the room – there is a reason that we do this.

To make it easier for you to drop a Task pin on a wall ( a very small area when doing this on a Tablet!)  we extend the Calibration area outside the walls of the room so that even if you miss the wall slightly the Task will get raised in the correct location.

Calibrated Areas

Calibrated Areas

If you create a Task or a Form inside the red calibrated area then it will be created inside the location that you selected.

If you create a Task or a Form outside the red calibrated area then it will be created outside the location that you selected. Field View will identify which calibration covers the part of the drawing that you raised the pin on and automatically select the correct location.

Remember – it’s not the drawing that decides what location the Task or Form will be creating in but what calibrated area that you select.

Plan View - Whole Floor

Plan View - Whole Floor

One useful feature of Plan View is to get an overview of your project.

By selecting a Floor in the Location View and switching to Plan View you will be able to see all your Tasks and Forms for that Floor in one go.

POIs with a + sign indicate that there is more than one POI in a location but as the Plan is zoomed out Field View is unable to display them all – so they are “rolled up”.

Zooming in at a location with a + sign will give greater detail and display all the Pins in that area.

Plan View - Breadcrumb Trail

Plan View - Breadcrumb Trail

In the same way as Location View you can use the Breadcrumb Trail in Plan View to quickly move about the project.

This time selecting a new area will take you to that location on the drawing with the Location highlighted in red. (as long as there is a drawing at the location that you have selected)

Just like Location View this can be useful for switching between large areas quickly. For example Level 00 to Level 05 or Building A to Building B.

Plan View - Moving Around

Plan View - Moving Around

You can navigate around Plan View using common gesture controls.

Pinch to zoom in

To zoom in pinch your fingers on the screen and move them together.

Pinch to zoom out

To zoom out pinch your fingers on the screen and move them apart.

Slide to drag

By holding your finger on the screen and dragging you can move around the drawing.

Plan View - Rotate and Zoom

Plan View - Rotate and Zoom

There are also Rotate and Zoom controls built in to the Plan View.

You can rotate the drawing by tapping on the arrow icons to rotate the drawing in the indicated direction. Tapping on the central circle will reset the drawing to it’s default position.

You can also use the Zoom buttons in the lower right hand corner to zoom out (-) and to zoom in (+)

Plan View - Tap to Select a Location

Plan View - Tap to select a location

You can also navigate around the plan view by tapping on a particular location. Tapping on a location on the drawing will select that location and highlight it in red.

For example tapping on Apartment Type 08a in this example would move the red area to select Apartment A08.

Note: You cannot select multiple locations at the same time. As Field View is location-based tool the location that you have selected is, if you like, where you are standing. You can’t be standing in two places at the same time!

5 Things You Need To Know

What's the best way to get to the location that I need using Field View?

There is no best way ! How you navigate to the area that you need to work is entirely down to your personal preference.

Some people like clicking through the Tiles in Location View to find a specific location before switching to Plan View. Some people like doing it the other way around – opening up Plan View onto the floor and tapping a location highlight it and navigating that way.

Remember we want Field View to be quick and easy to use on your project – so what ever way “feels” the best to you – go with that !

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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

5 Things You Need To Know

When I tap on a room I want it to show me the FF&E layout - why doesn't Field View do this?

As we said – Field View is a location-based tool. All we are interested in when creating a Snag is where it is. It’s also not a drawing viewer – so you can’t see additional drawings apart from the ones that have been uploaded to the system.

Think of it like this. By the time you’ve created your snag you’ve already identified that something is wrong. So you’ve probably checked it out on a drawing already. So having that drawing available as part of the Snag is not really required.

Remember -  you’re using an electronic device – so you could download additional drawings to your tablet or if you have internet access you could view them online

5 Things You Need To Know

Why does the calibration go outside the wall? Surely this means that the Task is in the wrong place?

The red calibrated area in Field View is used to link a part of the drawing to a particular location. This means that, as far as Field View is concerned, everything inside the calibrated area counts as part of that location.

We overlap areas to ensure that it is easy to drop Tasks on walls – hitting the right spot is easy with a mouse and a laptop….not so easy one-handed on a tablet using only one finger !

We also overlap areas to ensure that there is no “white space” between rooms. Dropping a pin onto white space will mean that the Task gets raised to the drawing level – making it harder to report on those tasks.

5 Things You Need To Know

Can I see snags across more than one location at the same time?

By selecting a Floor and switching to Plan View you will get an overview of all Snags and Forms created for that floor.

However, on the tablet, you cannot see two floors at the same time.

Using the filter capabilities of the website (which we’ll come to later) you can filter Tasks and Forms to display multiple locations at the same time – for example, Level 02 and Level 05.

Generally you will be using Field View to manage Tasks and Forms for the location that you are standing in.

5 Things You Need To Know

Do I have to select a location or can I just drop a pin on the plan?

Using Location View and Plan view you can select a particular location that you want to work on and it will be highlighted by the red calibrated area for that location.

If you have selected an entire floor and then view the plan you can add a new Task or Form and drop the pin directly onto the plan – Field View will work out which calibrated area the pin has been dropped in and assign the Task or Form to a location.

Take care doing this however as parts of the calibrations that overlap (for example walls in rooms) can cause confusion and you may end up putting your item in the wrong location.

Section 4 - Tasks

Definitions

“A Task is a doing thing – somebody must do something.”

Tasks in Field View require an action – we can see this by the mandatory fields that you will need to fill in:

  • Description 
  • Target Date 
  • Package 

These fields define what needs doing, when it needs doing by and who needs to do it.

Adding a Task

Adding a Task

Once you are ready to add a Task and have selected the location that you want to raise the Task in – either in Location View or Plan View then you will need to click on the + button in the top right of the screen.

This button allows you to add a Task, a Form or an Asset.

In this section we will look at adding a Task.

Tasks in Field View are “doing” items. Someone is required to take some action. In Field View the someone is referred to as a Package.

Adding a Task

Adding a Task

Use Location View (or Plan View) to select the location that you want to raise the Task at.

Click the Add (+) button and select Task from the Options list.

You can see here that we can also add Forms and Assets to our Locations. We will look at these next.

Adding a Task - Task Types

Adding a Task - Task Types

You will then be presented with the list of Task Types that are available to you on this Project.

Task Types are simply a way of identifying different types of work being carried out – making it easier to report on.

For example you may only have 1 Task Type (Snag) – this would allow you to record how many Tasks you had raised. However if you have 2 Task Types (Snagand Outstanding Work) you would be able to see how many of your Tasks were Snags and how many were Outstanding Work)

Task Types - Best Practice

Task Types - Best Practice

Task Types are a reporting tool – so don’t make much difference to the information that you gather.

Decide either as a Project – or as a Business how you plan on reporting on the Tasks you raise and attach those Tasks Types to your Projects.

Adding Task Types to a Project is done by a Project Administrator.

Adding a Task - Selecting an exact location

Adding a Task - Selecting an exact location

Once you have decided on the Task Type that you want to use tap and hold the Task Type and the Task Type list will disappear and you will be presented with a target cursor.

Drag the target around the plan until it is centered on the exact location that you want to raise the task in.

Release your finger and a new Task (indicated by a Pin) will be created in the centre of the crosshairs.

Adding a Task - Task Information

Adding Tasks - Task Information

You will now be able to start building up information about your Task. You are able to select from two options that will help you to raise tasks without having to type them in each time – this is what you should be aiming for.

As you can see there are three tabs that you can select from :

  • Recent 
  • Library 
  • Details

Adding a Task - Best Practice

Creating Tasks Quickly - Best Practice

Typing things out on a tablet is much slower then typing on a laptop – so Field View is designed to make things quicker for you by giving you lists of common tasks to pick from. This means you can create a new Task in a few clicks rather than typing repetitively.

We strongly recommend that you follow the Tabs in order (Recent, Library, Details) when you create a new snag. Doing this every time will mean that your library of snags will get better and better and you will do less and less typing.

Less and less typing means that you will be able to get more done.

Adding a Task - Recent Tasks

Adding a Task - Recent Tasks

The Recent tab will give you a list of Tasks that you have created in your current session.

Here you can see some Tasks that we have already done in this session. Selecting one of these will fill in the details of the Task for you allowing you to just take photos of the new Task before completing and issuing to your Subcontractor.

Completing your Tasks this way will mean that you can raise them faster – and is the way that we recommend that you use Field View.

Adding a Task - Library Tasks

Adding a Task - Library Tasks

The Library tab will show you a list of common Tasks grouped into Packages.

Here you can see the Package on the left hand side of the list and a list of common Tasks on the right. Selecting each of the Package types will bring up a list of tasks appropriate to the Trade associated with that Package.

Again, using this feature will save you having to manually type in a Task each time as the details will be filled in automatically for you

Adding new Library Tasks (and amending existing ones) can be done by your Project Administrator.

Adding a Task - Searching Library Tasks

Adding a Task - Searching Library Tasks

You can also quickly find Tasks in a selected Package by using the Search field in at the top of the Task list.

Start typing into the Search box and the Tasks will automatically filter based on what you type.

For example if you wanted to see Tasks which contained the word “light” in the Mechanical & Electrical package then type “light” into the search box.

Adding a Task - Details Tab

Adding a Task - Details Tab

Finally the Details tab will contain the detailed information about the Task including:

  • What the Task is 
  • Where the problem occurred. 
  • Who is responsible for correcting it 
  • How the problem was caused 

If you had selected a Recent Task or a Library Task most of this information will be filled in.

If this is a brand new Task that has not occurred before then you will need to input some information.

Adding a Task - Task Descriptions

Adding a Task - Task Descriptions

You will need to enter a Description for the task. This is a short statement describing the Task – for example:

  • Wall needs painting 
  • Replace door handle

You don’t need to put in a full description of the Task here as you will be putting the detail of what’s needed into the photographs. Any additional text detail can be put in the comments field.

Task Descriptions - Best Practice

Task Description - Best Practice

The Task Description should be 3 words long and not specific.

For example if you made your Description “Replace Door Handle in Room 31” you couldn’t re-use this Task again as a Library Task (unless there was another Room 31 that needed a new handle!)

Following this convention will make your Library Task list more effective – allowing you to raise Tasks more quickly.

Adding a Task - Pre-filled Fields

Adding a Task - Pre-filled information

You can see that the Task Type has already been pre-filled based on the selection of Task Type that you made initially.

The Location will be pre-filled and will be the location that you dropped the Pin at in the previous step.

The Status will default automatically to Opened (or the first step in the Workflow that is attached to the Task Type that you have selected)

Adding a Task - Workflow Status

Adding a Task - Workflow Status

Workflow statuses indicate what stage in it’s lifecycle your Task is at. Field View has three “Super Statuses”:

  • Open: A new Task – no work has begun or work is in progress. 
  • Complete: The subcontractor has finished the work that you assigned to them and it is ready for you to inspect. 
  • Closed: You have signed off the work and the remedial work has now been completed and you are satisfied with it. 

Your statuses may be called something different – but ultimately they will be one of the three statuses above.

Workflows - Best Practice

Workflows - Best Practice

Workflow Statuses in Field View are only an indication of what part of the process a Task or a Form is currently at. They are not automated – so it will require you or your subcontractor to update the workflow status as things change.

This will help you allocate responsibility for actions to the right place. Once a Task has been completed by your Subcontractor they should move it to complete themselves – remember you are responsible for managing your work not theirs!

Adding a Task - Target Finish Date

Adding a Task - Target finish date

The Target Finish will default to 7 calendar days from the date that the Task was created – this is a set as a standard by Viewpoint when a new Business is created in Field View.

Your project can have it’s own default Target Finish (differently to the Business) which is set by your Business Administrator when they create the project. Your Project Administrator can set separate defaults for each Package of work on the project.

You can change this from the default by tapping on the date. You will then be given the option to select a more suitable date.

Remember. The date that you select here is 7 calendar days - not 7 working days or 7 days excluding bank holidays and weekends. 7 calendar days.

Adding a Task - Packages

Adding a Task - Packages

Tasks need to be issued to a Package to be actioned – so you will need to select a Package from the available Packages on your Project.

Packages combine three essential things - the email address of the person responsible for completing the work, the company that they work for and the Trade that covers the work that they do.

This saves you having to remember who to issue a Task to – if it’s a Carpentry & Joinery Task than issuing it to the Carpentry & Joinery Package will ensure that the Task will be sent to the right person.

Adding a Task - Package List

Adding a Task - Package List

Clicking on the small triangle on the right-hand side of the Package field will open a list of available Packages for the Project.

If there are a large number of Packages on your Project you may need to scroll down the list to find the Package that you need.

If you have more than one contractor working on the same Package (for example two M&E contractors then selecting M&E in the Package drop-down will allow you to choose from both Organisations in the Issued To drop-down.

Adding a Task - Selected Organisation

Tap on the appropriate Package to assign the Task to that Package.

You will see that the Organisation (Issued To) field will automatically be filled in based on the Organisation that is associated with the Package that you have selected.

This allows you to track and report of how many Tasks you have issued to a particular company, how many have been completed, how many are outstanding etc.

Your Project Administrator will have configured the email address (or addresses) that are needed for this package so notification of this Task will be sent to the right people.

Adding a Task - Taking a Photograph of you issue

Adding a Task - Taking a Photograph

To add detail to your Task you can also add photographs to the Task by clicking on the Photo icon.

This will open the Camera application on the tablet allowing you to take a photograph using the rear camera.

Once you have taken your photograph click on Save if you are happy with it or Retry if you want to take it again.

Adding a Task - Photograph Thumbnails

Adding a Task - Photograph Thumbnails

Each photograph that you save will be shown as a thumbnail underneath the Photo icon.

You can add as many photographs as you want by tapping the Photo icon again and once saved a new thumbnail will be added to the Task.

Adding photographs is a quick and easy way to show your subcontractor what needs to be done. There is no limit on how many photographs that you can add so take as many as you need to show your subcontractor what needs to be done.

Adding a Task - Annotating Photographs

Adding a Task - Annotating Photographs

Tapping on a Thumbnail will show you the picture in full size and also allows you to annotate the photograph.

You can use the directional arrows each side of the photograph to scroll through the photographs attached.

Tapping on the enlarged photograph will open the photo editor

Adding a Task - Photo editing tools

Adding a Task - Photo editing tools

You can use the built in tools to highlight areas on the photograph or write a note on the photograph.

This is a useful feature for adding detail to the Task information in visual form.

Remember – you don’t want to type long descriptions or comments if you can help it as it will slow you down. Taking a picture and highlighting an area of it is a much quicker way of showing your subcontractors what needs to be done.

Adding a Task - Plan View Photograph

Adding a Task - Plan View Photograph

You can also include a photograph of the Plan View to include in the report that gets sent to the subcontractor.

Tapping the World icon will take a picture of the Plan View as displayed on the left hand side. Use gesture controls to move, zoom and rotate the plan until you are happy with it.

For example you could zoom the view out to show the Room location relative to the floor. This could help a subcontractor who has never been to your site find their way to where the Task is located.

Plan View Photo Annotation

Just like a photograph that you've taken you can tap on a Plan View photograph to annotate it.

Just remember to save before you click out of the photograph.

Taking Photographs - Best Practice

Taking Photographs - Best Practice

Typing in line after line of text will slow you down and may not make it obvious to the person that needs to do the work what needs to be done.

Field View allows you to outline what needs to be done visually so take as many pictures as you need to explain the Task that you need completed. Use the Annotation Tool to draw highlights and instructions on the pictures.

Sometimes the item that you want to take a photograph of is small (a paint run, for example). You can make it easier to see by placing a bit of tape next to it on the wall to highlight it and take the photograph from a bit further away so your subcontractor can see exactly where it is.

Adding a Task - Gallery Photographs

Adding a Task - Gallery Photographs

You can also attach files that are stored on the device to the Task by clicking on the Folder icon. Currently you can only attach Photographs that have been previously taken and stored on the device.

This can be useful if you want to take the device out on site and take photographs during the day and then create a Task in the afternoon when you are back in the office and attach the photographs that you took to the Task.

Tapping on the folder icon will open the Gallery application on your tablet - this may look a little different depending on the tablet that you use.

You can currently select one photograph at a time to add to your Task. If you need more than one just tap on the Folder icon again and add more photographs.

Adding a Task - Comments

Adding a Task - Comments

The final piece of information that you need to add to your Task is a Comment. This is where you will provide the main information for your Task.

For example, if your Task Description was “Fix door handle” your comment could be “Door handle is broken, please replace using Item No 415a”. Use this field to provide the information that the subcontractor will need to be able to resolve the Task when it is assigned to them.

If you have given your subcontractors the ability to do their work via tablet they will be able to add their own comments and Photos to the Task.

Adding a Task - Save to Library

Adding a Task - Save to Library

If the Task is something that you are likely to carry out more than once before clicking on Save you can save the Task to your Library Tasks.

Please take care with this feature as Field View will not be able to distinguish between similar Tasks with different spellings. So, for example, “Fix Door Handle” and “Fix dr handle” will be added as two Library Tasks despite being the same thing.

If you’ve followed the recommended process (Recent, Library Task then Details) every time then this will not be an issue and you can always use Save to Library if you’ve had to type a new Task Description in.

Save to Library - Best Practice

Save to Library - Best Practice

You will get the most benefit from the speed of Field View by using both Recent Tasks and Library tasks to raise a Task with just a few clicks.

Make sure that you follow the tabs in order - Recent, Library, Details - every time. Doing it this way will mean that your Library Tasks will get better and better and you will type less and less.

Don't be tempted to skip the Library Tab. Projects that do this on a regular basis will end up with poor Library Task lists full of duplicates and poor Task Descriptions leading to them typing more and more - slowing them down.

Adding a Task - Saving a Task

Adding a Task - Saving a Task

Once you have finished adding information to your Task you will need to Save the information.

Field View will then check that you have filled in at least the mandatory information for the Task. Mandatory items are marked by a red !. If all Mandatory items are not completed you will see a warning dialogue explaining what information needs completing.

Tapping on Cancel will return you to the Task Type screen without saving any of the Task information. This can be used to cancel the creation of a Task if it is not needed.

Saving Tasks

Saving Task Information

If you create a Task, enter information but click out of the Task without saving then all information that you have entered will be lost and you will need to start again.

Always make sure that you Save information that you have entered into a Task.

Adding a Task - Additional Fields - GPS

Adding a Task - Additional Task Fields - GPS

As well as the standard Task fields that we've seen Business Administrators can add some other questions types to your Tasks. The first of these is the ability to tag your Task with GPS coordinates.

When you open a Task with a GPS question the tablet will start to lock on to the GPS co-ordinates that you are standing at. You will see the text change to "Location accurate to" with a distance in metres. The coloured dot to the right indicates the status of the GPS lock:

  • Red. No lock
  • Amber. Poor lock
  • Green. Good lock

With most commercial tablets you should be able to achieve an accuracy of between 5 and 8 metres. This functionallity will be more useful on Civils projects rather than Construction projects (5 to 8 metres might make the difference between one room and the next indoors!)

GPS location locked

Once your tablet has sufficient information to confirm the GPS co-ordinates the dot will turn green. You can now tap on the field to save the GPS details.

Record GPS

The latitude and longitude figures will be shown for your GPS location along with the accuracy.

Click Record GPS to save these figures or Clear GPS to remove them and start the GPS lock process again.

GPS Compass

Once you have stored GPS co-ordinates if you re-select the Task you will have an additional option - the GPS compass.

Click on the Compass option to be shown a pointer indicating the direction of the Task and the distance you are away from it.

Adding a Task - Additional Fields - Target Start Date

Adding a Task - Additional Fields - Target Start Date

As well as the standard Target Finish Date you can also add a Target Start Date to your Tasks. This is a useful field if you want to extract data from your Tasks to show you how well you performed against expectations.

Field View automatically records the Actual Start Date - this is the date and time that you created the Task. So by comparing the Target Start Date to the Actual Start Date you can see how far ahead or behind schedule this Task was.

Target Start Date is not normally visible outside the Task Details screen apart from on Process Tasks where you can see the Target Start Date on the Planned Start Finish report. You can extract this information via API to use the data.

Adding a Task - Additional Fields - Remaining Duration

Adding a Task - Additional Fields - Remaining Duration

The Remaining Duration field allows you to record how long (in days) you think this Task will take. The field will only allow you to enter numbers

Remaining Duration is not visible outside the Task Details screen and should be used to give you an indication of how much time you think it will take to finish the Task. The information can be extracted via API.

Adding a Task - Additional Fields - Percentage Complete

Adding a Task - Additional Fields - Percentage Complete

The Percentage Complete field works in much the same way as the Remaining Duration field and allows you to record how complete you think the Task is. The field will only allow you to enter numbers

Percentage Complete is not visible outside the Task Details screen and should be used to give you an indication of how complete you think the Task is. The information can be extracted via API.

Adding a Task - Additional Fields - Cause

Adding A Task - Additional Fields - Cause

As well as saying what happened in your Task Description you can also record why this happened by using a Cause field. Causes are a list of standard reasons why things happened which need to be added to your Project by a Project Administrator.

This field is useful for reporting purposes - allowing you to analyse any patterns in why Tasks occur. Cause is a visible field in the Classic Field View Task List screen but not currently in the New Field View Task screen. You can export this information either directly through the Classic Field View Task List or via API.

Adding a Task - Additional Fields - Caused By

Adding A Task - Additional Fields - Caused By

As well as recording why this Tasks happen by using a Cause field you can also record who caused the issue to happen by using a Caused By field. The Caused By field will give you a pick list of all Organisations associated with your Project to pick from.

This field is useful for reporting purposes - allowing you to analyse any patterns in why Tasks occur. Caused By is a visible field in the Classic Field View Task List screen but not currently in the New Field View Task screen. You can export this information either directly through the Classic Field View Task List or via API.

Adding a Task - Additional Fields - Priority

Adding a Task - Additional Fields - Priority

The Priority field is a pre-defined drop-down list that allows you to rank your Tasks by priority. The options available to you in the Priority field are set by a Business Administrator.

Setting a Priority doesn't make anything happen with your Task - for example making a High Priority Task won't send it faster - it just means that you can use it as a reporting tool in the Task list.

Priority is visible in the Classic Field View Task List menu but not the New Field View Task Menu. Priority can be exported from the Classic Field View Task List and via API.

Adding a Task - Additional Fields - Score

Adding a Task - Additional Fields - Score

Like Priority, Score is a pre-defined list that allows you to add a Score to your Task. Scores are set up by a Business Administrator.

Scores are assigned a numerical value which means that you can use them in reporting to calculate, say, the number of "good" Tasks that have been raised on your Project. If "good" has a score of 5 then 15 points means that you have 3 good tasks.

Score is not visible in standard menus and must be exported via API.


Adding a Task - Additional Fields - Resolution

Adding a Task - Additional Fields - Resolution

The Resolution field allows you a free text field to add some information on how a Task was resolved.

The Resolution field is not visible in standard menus and must be exported via API.

Adding a Task - Additional Fields - Cost

Adding a Task - Additional Fields - Cost

The Cost field usually goes together with Cause and Caused By and allows you to enter a cost associated with this particular Task. Cost is a numerical field and so will only accept numbers as an input.

When taken together with Cause and Caused by you can record information about recharge costs for this Task. 

Cost is not visible in standard menus and must be exported via API.

Deleting Tasks - Best Practice

Deleting Tasks - Best Practice

If you create a Task and save it on the Tablet you will not be able to delete it.

The ability to Delete Tasks is only available to Project Administrators and can only be done via the Website.

If you raise a Task in error speak to your Project Administrator who will be able to delete it.

Adding a Task - Task Pins

Adding a Task - Task Pins

Tasks and Forms are denoted by slightly different Pins on the Plan View. Tasks are indicated by a Pin with a circular centre, Forms are indicated by a Pin with a square centre.

The letter in the centre of each Pin is the first letter of the Task Type  for example S for Snag.

The colour of the Pin indicates the Workflow status for that item.

Tapping on a Task Pin will open up the Task for you to view the Task information, add additional answers or change existing answers.

Editing an existing Task

Editing or Viewing an existing Task

You can access the Task Details to view or amend them by tapping on the appropriate Pin. This will open up the Task Details over the Plan View. You can edit or update the information from this screen.

The Pin for the Task that you selected will highlight with a dark blue edge so that you can see which one is selected.

Once you have made your amendments click on Save to save your changes.

Copying a Task - Copy Function

Copying a Task - Using the Copy Function

As well as using Recent Tasks and Library Tasks so save you having to retype information into a Task you can also copy Tasks that have already been created.

Tap on an existing Task to open the Task Details and in the top right you will see a Copy icon.

Tap on the Copy icon to start copying that Task.

Copying a Task - Selecting the exact location

Copying a Task - Selecting the exact location

You will now see a Pin with the copied Task.

In the same way as creating a new Task press and hold on the copied Pin and the target crosshairs will appear on the Plan View.

Drag the crosshair to the new location that you want to create the copied Task and let go.

Copying a Task - Adding New Information

Copying a Task - Adding new information

A new Pin will now be created and you will be taken to the Task Details screen.

As you can see all of the Task information is already filled in using the information from the originally created Task.

This Task will not contain any of the Photographs or Comments from the previous Task so you will need to add any new photos or comments as required.

Once you are happy with the information in the Task click Save in the top right to save the Task.

As before clicking Cancel will cancel the Task creation.

Copying a Task - Clipboard Function

Copying a Task - Clipboard Function

Copied (and Cut) Tasks will also appear in the Clipboard function located in the Overflow menu in the top right hand corner.

The clipboard will store any Task that you’ve previously copied or cut during this login session.

You can use these stored Tasks to quickly create new Tasks without having to type information all over again.

Copying a Task - Clipboard Icons

Copying a Task - Clipboard Icons

You can see what each Task in the list is by looking at the icon on the right hand side.

You can create Tasks from the clipboard just like any others – tap and hold on the Task you want to copy and then drag the cross-hairs to the point on the Plan where you want to create your Task.

This icon indicates that the task has been copied

This icon indicates that the task has been cut

Moving a Task - Cut and Paste Function

Moving a Task - Cut and Paste Function

Tapping on an existing Pin will also give you the option to Cut and Paste that task. This is a useful feature if you have created a Task in the wrong place and need to move the Pin to the correct location.

Tapping on the Cut button in the top right will start the Cut and Paste process.

Moving a Task - Selecting the exact location

Moving a Task - Selecting the exact location

You will now be shown a new Pin for the Task that you just cut (the Task with the scissors icon to the right)

You will also see any other Tasks in the same location that can be copied.

As before press and hold the Cut task and the target crosshairs will appear on the Plan View.

The Task that you have Cut will now have turned grey.

Drag the crosshairs to the location that you want to paste the Task to and release to drop a Pin in the new location.

The Task Details will now be displayed and if you are happy with the new position of the Pin clicking Save will reposition the Pin to the new location.

As always clicking Cancel will cancel the Cut operation,

Cutting and Pasting a Task - Best Practice

We know from earlier that the Calibration area for a location defines what Field View considers to be the physical location – so anything within the red square counts as that location.

If you Cut a Task and move it outside it’s calibrated area Field View will recognise a new area and alter the Task so that it is created in the new location instead.

Issuing Tasks to Subcontractors - Logging Out

Issuing Tasks to Subcontractors - Logging Out

Once you have created a Task you will need to synchronise the information on your Tablet with the Field View website.

Press the Back button on the tablet and select Yes to return to the Field View login screen.

Issuing Tasks to Subcontractors - Syncing Information

Issuing Tasks to Subcontractors - Syncing Information

Once back to the login screen click the Sync button in the bottom left to begin the synchronization process. You will need to make sure that the device has an internet connection before beginning this procedure.

The device will now run through the synchronization process and transfer any information that you have created on the device to the website and download any new information from the website.

Once the process is complete you will hear an audio cue and the Last Sync information will update in the Messages field.

Syncing Information - Best Practice

Syncronising Information - Best Practice

Very occasionally the synchronisation process will not complete – the majority of these occasions are when Field View cannot access the internet.

If the sync process does not go past Step 1 then you do not have access to the internet.

Devices should be synched regularly to ensure that they have the latest information from your Project. If your device hasn’t been synched in the last 30 days then you will not be able to log in until you have successfully synched the Device.

It is extremely rare to lose any Data from a device. Field View has tools to extract the Database from your device and manually add it to Field View if required. Remember to report any sync issues to your Project Administrator and then to Field View support where appropriate.

Issuing Tasks to Subcontractors - Overnight Reports

Issuing Tasks to Subcontractors - Overnight Reports

Now that your Task information has been synchronized Task Reports will be sent out to your Subcontractors.

Task reports are generated automatically overnight and emailed to subcontractors. The report will be a short email with a PDF attachment. The PDF will show each location that has new Tasks for the subcontractor – one location per page.

Your Project Administrator will have setup each Package with an email address (or addresses) that will receive the Task Report.

Overnight Email

Emails to your subcontractors are generated and sent at around 2am every day. They include a PDF digest showing any Tasks raised in the previous 24 hours grouped by location. So you subcontractor will only get one email.

This email will not show your subcontractor any outstanding work they may have. Subcontractors will need to log on to the Field View website to see their outstanding Tasks.

Overnight Report - Plan

The first part of the report will give the subcontractor an overview of where each Task is for every new location that they have Tasks raised to.

Each Task will have it's own Pin indicating the location and status of the Task.


Overnight Report - Details

The second part of the report will give the subcontractor some basic details of what is involved for each Task including:

  • Task ID
  • Task Description and
  • Due Date

Subcontractors will need to access the Task Information via the website to see the full details.


Issuing Tasks to Subcontractors - Using the Website

Issuing Tasks to Subcontractors - Using The Website.

Subcontractors do not, however, have to rely on notifications to manage the Tasks that are issued to them.

You can issue your Subcontractors with their own, unique, logins to your Project which will allow them to see the list of Tasks that are assigned to them. They can then use the Field View web portal in the same way as you are to manage their Tasks

  • they can access the Task Details that you created 
  • Add new information, photographs and comments. #
  • Change the status of Tasks to Complete or Available For Inspection to let you know when work is ready to be inspected.

Issuing Tasks to Subcontractors - Benefits of Using The Website

Issuing Tasks to Subcontractors - Benefits of using the website.

We would recommend that you engage your Subcontractors in using the Web Portal to manage their own tasks as this will provide the maximum benefit to you.

Once they have completed the work assigned to them they can add comments or photographs and then mark the Task for your attention.

This will speed up the end-to-end process of creating and resolving a Task – giving you more time to manage your project.

Issuing Tasks to Subcontractors - Device Access

Issuing Tasks to Subcontractors - Device access

You can also grant Device access to your Subcontractors. This could be on a tablet that you issue them or they can purchase their own tablets and install Field View on them.

Your Business Administrator will need to give them a Device Name and Password to use the tablet. They will then be able to access the project – their tablet will only show the Tasks that have been assigned to them.

Just like you they will be able to add Comments and Photographs to a Task as well as being able to move the Task to the Complete status.

5 Things You Need To Know

Why can't I just type information straight into a Task

Time and again we speak to projects who think that “using a tablet is slower than pen and paper” – and the reason is almost always that they are typing out long task descriptions over and over again, rather than typing short, repeatable descriptions and using photographs to let their subcontractors know what to do.

Typing information when using a tablet will usually have to be one-fingered (you’ll usually need your other hand to hold the tablet!) so this will always be slower to type out descriptions.

Using Library Tasks well will always make things faster for you – typing things all the time will always make things slower.

5 Things You Need To Know

Do I need to raise a Task for everything? I don't want my client to think that there's loads of problems!

If you take photographs of things rather than typing long descriptions it can also help speed up minor tasks in locations by saving you having to raise one Task for one problem – you could raise one Task for multiple problems.

Let’s say there’s three paint runs on a wall. You could raise a Task each time (using Recent Tasks, Library Tasks or Copy Task to make it quicker) – or you could take a picture of the whole wall and use the Annotate Photo function to highlight all three paint runs.

Remember that if you’re taking a photograph from further away small issues will be harder to spot. You could make it easier by highlighting the area with a piece of blue tape first – then taking your photograph.

5 Things You Need To Know

I've got a problem on the join between the wall and the ceiling that needs a plasterer and a roofer. Can I issue a Task to more than one subcontractor?

No – at least not in one Task. Field View looks at a single Task at a time. So a single Task needs a single person to resolve it.

In this example you would need to issue a Task to the plasterer and a Task to the roofing contractor. Each would then have responsibility for their own part of the job.

You could either issue these at the same time and co-ordinate both contractors or you could issue a Task to the plasterer first and once they have confirmed that they have finished the job you could then issue a Task to the roofing contractor.

5 Things You Need To Know

I have two M&E packages on my project - being dealt with by two different companies. How do I pick the right one?

Where you have more than one Package with the same name your Field View Administrator will take care of this for you at setup in one of two ways.

They can either create two Packages of the same name then, when you select the Package on the Tablet the “Issued To” Field will contain more than one company – so you can pick the one that you want.

Or they could add the company name to the Package name – for example M&E : Bill Dyson Contractors. This way you can pick the right one without having to select the Issued To organisation.

Talk to your Project Administrator to decide which way is best for your Team.

5 Things You Need To Know

I don't understand what this Task Status means - why does it say Complete and not Available For Inspection?

Whatever you choose to call the Task Status’ on your project (or on your Business) Field View sees only three statuses:

  • Open: Your subcontractor has not finished what you asked them to do 
  • Complete. Your subcontractor has finished what you asked them to do. 
  • Closed. You have signed off this Task as finished.

Different companies call these by different things. They are not fixed in Field View and they can be changed to suit your project. If you need different names (or steps) in the Task Status you should speak to your Project Administrator in the first instance. They will need to confirm any changes with your Business Administrator.

Section 5 - Forms

Definitions

“A Form is a way of gathering information – nobody has to do anything with it.”

Think about your paper form. You can use it to record some information, take some notes, answer some questions – but you could just take that form and drop it in a filing cabinet. No-one has to do something with it.

Ideally, however, your forms will give you important data for your business that you can use to analyse what you do and make informed decisions.

Adding a Form

Adding a Form

Adding a Form is done in exactly the same way as we added a Task. Select the location that you want to raise the Form in – either in Location View or Plan View – then  click on the + button in the top right of the screen.

This time we need to select Form to raise a new form on the Project.

Adding a Form - Role-based access

Adding a Form - Role-based access.

Slightly differently to Tasks, access to Forms are controlled by your Role. Each Form has a set of permissions that control what you are able to do with it. Standard permissions are:

  • Create a Form
  • Edit a Form 
  • Delete a Form 
  • View a Form 

The list of forms that you see will be controlled by your Role – so different people might be able to create different Forms.

Adding a Form - Form Types

Adding a Form. Form Types

In the same way as we had Task Type that allowed us to report on the different reasons for raising Tasks, Field View also has Form Types that allow you to collect forms of the same type together – again for reporting purposes but also for ease of selection on the tablet.

Forms are created by your Business Administrator and assigned to your Project by your Project Administrator. If there is a particular form that you need for your day-to-day job and you cannot see it to select on the project then you should speak to your Project Administrator to see if it is available.

Adding a Form - Form Templates

Adding a Form - Form Templates

Inside each Form Type you will find a list of Form Templates. These are your business forms that have been created in Field View and added to your Project.

In the same way that we added a Task click and hold on the Form Template that you want to create. This will create a cross hair that you can drag onto the plan to indicate where the form is being raised.

Adding a Form - Completing A Form

Adding a Form - Completing a Form

Once you release the cross-hairs a new Form pin will be created and the Form will automatically open for you to complete.

Form answers will automatically save as you complete them – so you can fill in a part of a form and return to it at a later time.

Forms in Field View are designed to be quick and easy to complete – not to recreate how the paper version looks. Some things may work slightly differently in an electronic form to a paper form – for example signatures.

Field View contains a wide range of question types – allowing to you capture information in the most appropriate ways. Here are some examples: 

  • Predefined answer lists 
  • Issued To questions
  • Logical questions 
  • Calculation questions 
  • Text boxes 
  • Signatures.

Adding a Form - Question Type - Predefined Lists

Adding a Form - Question Types - Predefined Lists

Predefined Lists are Field View's drop down lists. You can tell when a question is a predefined list by the little triangle in the bottom right hand corner of the answer field.

Tapping on the list will bring up the list of options that you can pick from.

Multi-select Lists

A Business Administrator can set up predefined lists to accept one option from the list or multiple options. Here we can see an example of a multi-select list where the user has selected more than one answer from the predefined list.

Adding an Other option

A Business Administrator can also create the option to pick an answer that is not in the list. Here we can see an example of a pre-defined lists with and "Other" answer at the bottom.

This allows you to free-key your own answer into the list.

Adding a Form - Questions Types - Issued To

Adding a Form - Question Types - Issued To

Issued To questions types are a quick way to select an Organisation that is related to your Project. Think of it like a drop-down list that is automatically populated from the companies that are working on your Project.

It’s important to know that filling in a company in this question field does not issue that form automatically to the selected company. You must use the Distribution button at the top of the screen to send it to the appropriate company.

Adding a Form - Question Types - Logical Questions

Adding a Form - Question Types - Logical Questions

Logical Questions are Field View's Yes / No answer questions. 

Automatically raising a Task from a Form

A Business Administrator can configure Logical Questions so that if you answer a certain way then you will need to raise a Task. For example, on a Quality Check if something is not right you can automatically create a Task for a subcontractor to deal with it.

When you save the Task you will be returned to the Form so you can continue editing it.

Marking questions as Not Applicable

Logical Questions come with their own in-build Not Applicable answer. Selecting the Overflow menu to the right of the question will allow you to mark the entire question as not applicable.

Remember if the question is Mandatory then you cannot mark it as not applicable. You must give either a Yes or a No answer.

Adding a Form - Question Types - Calculation Questions

Adding a Form - Question Types - Calculation question

Field View forms can perform calculations on questions within the form. Here we can see an example where there are 5 questions to be answered and Field View has calculated that there have been 2 Major Items recorded.

This question type can also be used to produce scores, averages and IF statements (very much like Excel)

Adding a Form - Question Types - Text Box

Adding a Form - Question Types - Text Box

The standard type of question you can expect to see in a Field View form is a text box. This allows you to type any text directly into the field.

Adding a Form - Question Types - Signatures

Adding a Form - Question Types - Signatures

Signature questions allow you to capture wet signatures on the tablet. The signature question gives you both sign and print within the same question.

First you select the Organisation that the person works for and then pick their name from the list. You can then add a wet signature to the question.

If a person has not been registered to the project but their company has you can quickly add their name by pressing the + button. This will allow you to select the Organisation that they work for and then add their name to the project.

If a person works for a company that has not been registered as working for the project then they will not be able to sign a form.

Their Organisation must be added to the Project first by a Project Administrator, the tablet synced and then they will be able to sign the form.

Adding a Form - Comments

Adding a Form - Comments

Every question on a form automatically gives you the ability to add Comments directly to the question itself.

This means that you don’t have to add comments into a comments box and reference them back to the question that they belong to – all additional information for a question is kept inline with that question.

You can see how many comments have been added to a question by the number against the Comments icon.

Comments and Audit Trail

Tapping on the comment icon will allow you to add a Comment. Once you have finished tap on the Post icon to the right of your comment and the new comment will be saved.

Your User Name and the day and time that you created the comment will also be recorded at the same time.

To return to your Form tap anywhere outside the white box.

Adding a Form - Photographs

Adding a Form - Photographs

In the same way every question on a form automatically gives you the ability to add Photographs to any Form question.

This means that you don’t have to add a specific photograph question or try to reference individual photographs in the comments box – the photographs that relate to the question are kept inline with that question.

You can see how many photographs are attached to your question by the number above the photograph icon.

Adding a photograph and annotations

Just like adding a photograph to a Task you can either take a new photo or add one from your gallery. Tap the appropriate option - take or add the photo and a thumbnail will appear below.

Again, just like Tasks you can tap on a photo thumbnail to open the annotation tool. Here you can sketch over your photograph to really highlight what needs to be done.

Adding a Form - Form Actions

Adding a Form - Form Actions

You can also raise Tasks directly from your Forms by clicking the Actions icon next to each question.

For example, you may notice something is not quite right when completing a form. You don’t want to leave this unattended so someone will have to do something about it.

Someone doing something is the definition of a Task. So you could raise a Task (exactly as you would as normal) and issue it to a Subcontractor for it to be actioned. When you Save the Task you will be returned to your Form to carry on.

Creating a Task from a Form

If you tap on New Task Field View will ask you if you want to create a new Task - if you say Yes you will be taken to the Task Type screen where you can drag and drop a pin onto the plan to create the Task.

Once you have created the Task and press Save you will be asked to confirm that you want to save that Task as an Action for the form that you were editing. Clicking OK will return you to the form to continue editing the form.

Form Associations

Once you have attached a Task to your Form you can see it by tapping on the Actions button again. Any Tasks associated with that question will be listed along with their current status.

To see more detailed information on that Task tap on the Task Description to go to the Task Details screen

Adding a Form - All Good Function

Adding a Form - All Good function

Field View allows you to quickly complete checklists through the All Good function. The All Good functionality is usually used on Yes / No questions.

Take the example of a Quality Checklist where you have 20 Yes / No questions. Rather than click on each Yes answer 20 times where there might only be one No answer you could simply mark any answers that are “No” and then press the All Good button. This will fill in all unanswered questions with the predefined “good” answer.

The All Good function will need to be activated on the form when it is designed. This can be done by your Business Administrator.

Adding a Form - Distribution Function

Adding a Form - Form Distribution

Unlike Tasks – Forms are not a “doing” item. Forms are a way of gathering information. You don’t have to do anything with this information and no-one has to take any action as a result of collecting  the information. (although it might be an idea to do so!)

Rather than Assign a Form to a Package if someone else needs to see the information that’s been collected then you can Distribute the form to People or Organisations associated to your Project.

Think of this as the same as copying your paper form and sending the copy to someone else.

Tapping on the Distribution icon will give you a list of Organisations associated with your Project and a list of your Project Users.

Organisations with no tick box do not have an email set for them. This can be added by a Project Administrator.

People with no tick box do not have an email set for them. This can be added by that Person on the Field View website or by a Business Administrator.

Remember that the Form will not get sent to the people that you select on this screen until you sync your tablet. Once you have synced the Form will send immediately not overnight.

Adding a Form - Workflow Status

Adding a Form - Workflow Status

Just like Tasks, Forms have a Workflow status that can be set to indicate what status they are at. Form Workflows are usually much simpler than Task Workflows and may only contain two steps – Open and Closed. Different Forms on your Project might have different statuses.

Selecting the Set Status icon at the top right will allow you to change the Workflow Status for this form. The statuses that you see are controlled by your Role. Different people will be able to use different statuses. In the example above a Subcontractor would not be able to see the Signed Off status.

If you cannot see an appropriate workflow status then you should speak to your Project Administrator for them to check what your Role allows.

Adding a Form - Saving a Form

Adding a Form - Saving a Form

Once you have finished entering information into your Form click the Back button on your tablet to return to the Plan View or Location View screen depending on which screen you raised the Form from.

Remember Form answers save as you go along so selecting Exit won’t lose any information that you have already entered.

Just like Tasks you cannot delete Forms once they have been created – you will need your Project Administrator to delete Forms that are not required. If you have opened a form but have not input any answers then tapping the back button on your tablet will ask you if you want to Exit without raising the Form.

Adding a Form - Form Pins

Adding a Form - Form Pins

Once you have saved your Form you will receive a notification that the Form has saved correctly and you will be returned to the Plan View. Your new Pin will be visible on the Plan View.

Your pin will now show two pieces of information:

  • The colour of the Pin will indicate the Status of the Form 
  • The letter in the middle of the Pin will indicate the Form Type (S)nag, (D)amage etc. 

Form Pins will have a square centre.

Adding a Form - Printing a Form

Adding a Form - Printing a Form

Field View also allows you to generate a PDF of your form and print it directly from the tablet. This can be useful for things like Permits where you need to issue a paper copy.

To generate a printable PDF click on the PDF icon in the top right-hand corner of the Form.

To print a form you will need a wireless network printer that you can connect to and your tablet will need to be connected to the same wifi network.

If you have a 3G / 4G connection you can also print your PDF to a web printer or send it to online storage such as Google Drive.

PDF Viewer

Tapping on the PDF icon will generate a PDF of the form and open it in the default PDF viewer on your tablet.

If you do not have a PDF viewer installed you will be notified that you need to install one. 

Depending on the options in your PDF viewer (the example here is in Google PDF Viewer) you can click on the Overflow menu and select the Print Option

Selecting a Printer

You will then be presented with your printer options. If you can't see the printer that you want to use in this list you will need to contact your IT team. Field View cannot add a printer to this list.

5 Things You Need To Know

Why is my form in this group and not in that group?

Like Task Types Form Types are just a way of filing similar form types into the same place. Think of them like a filing cabinet.

They serve two main purposes. (i) to make it easier for you to find forms on the tablet (all the Quality forms should be in the Quality Group) and (ii) it helps you to report on similar form types (show me all the HSE-type forms I’ve raised)

Form Types are not fixed – you can change them and you can add new ones. You will need to speak to your Project Administrator in the first instance to discuss what you need. They will then need to confirm this with your Business Administrator.

5 Things You Need To Know

Why isn't the form I need in the list?

Field View forms are set up and configured by a Business Administrator for your company or, sometimes, by Field View directly. This means that not all paper forms that your company uses may be on Field View.

If your Forms are being configured centrally there may be an ongoing programme to add your paper forms to Field View – you should check with your Project Administrator in the first instance.

If your forms were setup by Field View then you may have to raise a purchase order if you need to add additional forms. Again, check with your Project Administrator.

5 Things You Need To Know

I need a new question added to a form - how do I do this?

Form design is a Business Administrator right – so any changes to your forms will need to be made by your company’s Business Administrator. This is to ensure that changes that you need do not affect anyone else using that form in other parts of the company.

Remember – you don’t necessarily need to make your form in Field View look exactly like the paper one. Some things that work well on a paper form don’t work as well (or at all!) on an electronic form.

For example your paper form may have a Comments question. But as every question on a Field View form has it’s own comments section anyway – why would you need to add a Comments question?

5 Things You Need To Know

My subcontractor's name doesn't appear in the signature box? What's gone wrong?

Field View, like many other collaborative software programs, allows you to specify who can and cannot interact with your project. Signature boxes on forms are no exceptions to this.

The list of companies and people that make up the signature box are known as Project Organisations and Project People.

Your subcontractor must be a Project Person to be able to sign a form in Field View. This means that you must have sent them an invite to the project and that they have accepted that invite and setup a user name and password.

If your subcontractor has not done this they will need to speak to your Project Administrator who can issue them an invite.

5 Things You Need To Know

My subcontractor hasn't received the Form I created overnight - why?

There could be a couple of reasons for this. Let’s look at the most likely.

Firstly Forms (unlike Tasks) do not get sent automatically overnight. You have to select the Distribution option on the form and pick the Company or Person that you want to send the form to.

Even if the form has an Issued To question – it will not send to a subcontractor automatically. It has to be distributed.

Spam Filters (both personal and Company) can stop a Form reaching a subcontractor. You should always advise them to check in their Spam folders in the first instance. If they are working for a larger company they may need to ask their IT team to whitelist the Field View email address. Our Support Team can provide assistance with this.

And remember – although a Form will send straight away it will not send until you press sync. So remember to sync often!

Section 6 - Assets and Barcodes

Adding an Asset

Adding and Asset

Field View allows you to add Assets to your project in the Field. Assets in Field View are physical items that can be added to a Location. For example:

  • A cooker 
  • 5 tables 
  • A generator 

It’s important to understand that Field View allows you to add fixed Assets not movable assets – i.e. you can’t move them between locations.

There are two ways to create Assets in Field View.

Adding an Asset on the Website

Adding an Asset on the Field View website allows you to setup Assets in locations in advance - for example for every Kitchen in the project you can add a Cooker.

Using the Website you can also assign a Workflow Status to your Asset so that you can "check" it. That is - confirm whether it is installed or not.

This is the primary use of Assets in Field View.

Adding an Asset on the Tablet

You can also add an Asset directly on the tablet. There are fairly similar fields to pick from but when adding an Asset via the Tablet you cannot add a Workflow Status to it

Adding an Asset - Pin Location

Adding an Asset - Pin Location

Differently to Tasks and Forms you do not get the option to drag and drop a pin for an Asset - it will just be creating in the location that you selected. Assets report as being "in" a location rather than "specifically" in a location (which is what the pin does)

You can see what Assets are in a location by using Location Summary – more on this later.

Adding an Asset - Asset Description

Adding an Asset - Asset Description

First you will need to complete a Description for your Assets. This is the full entry explaining what your Asset is. There are two similar fields on the Assets Details page - which are:

  • Description
  • Model

In the example above I would use:

  • Description: Electric Cooker. This is what the Asset is - note it does not say what type of thing it is.
  • Model: Beko M318 White. This is the type of thing that it is. For example we know that it's an electric cooker but the model tells me exactly which electric cooker it is.

Asset Descriptions must be unique - I couldn't create two Assets in the same location called "Electric Cooker". You will need to create separate names for each one.

Adding an Asset - Classification

Adding an Asset - Asset Classification

The Classification field is not currently used and it is possible that it will be removed in a future release of Field View.

Adding an Asset - Quantity

Adding an Asset - Quantity

The Quantity field will allow you to set how many of your Asset are at the selected location. Just click on the + and - buttons to set the figure that you need.

This doesn't create individual copies of the Asset - for example, saying that there are 2 Cookers at a location doesn't give you 2 separate Cooker Assets. It just allows you to count how many of this particular Asset there are.

Adding an Asset - Reference

Adding an Asset - Reference

When Field View creates an Asset it gives that Asset a unique reference number. This reference number is used for the Print Barcodes function on the Field View Website. Using this function you can print a barcode that is specific to your Asset, attach the barcode to the Asset and then you can use the Barcode Scanner in the Field View application to scan the Asset barcode and be taken immediately to the Asset in Field View.

If you want to use your own references and barcodes however you can use the Reference field to input a unique reference for the Asset which will be used instead of the Field View reference.

Enter the reference that you want to use in the Reference field and then put a tick in the Use As Barcode box. This will then make Field View use this reference instead to generate Barcodes.

Adding an Asset - Organisation and Person

Adding an Asset - Organisation and Person

The Organisation and Person fields are not currently used and it is possible that they will be removed in a future release of Field View.

Adding an Asset - Expires

Adding an Asset - Expires

The Expires field is not currently used and it is possible that it will be removed in a future release of Field View.

Adding an Asset - Model

Adding an Asset - Model

The Model field allows you to add some supplementary information to distinguish you Asset. As per our previous example:

  • Description: Electric Cooker. This is what the Asset is - note it does not say what type of thing it is.
  • Model: Beko M318 White. This is the type of thing that it is. For example we know that it's an electric cooker but the model tells me exactly which electric cooker it is.

The main difference between both fields is that Description can be reported on via the Field View website - Model cannot. So information that you store in the Model field can only be seen on the tablet.

Adding an Asset - Drawing Number

Adding an Asset - Drawing Number

The Drawing Number field is not currently used and it is possible that it will be removed in a future release of Field View.

Saving and Editing Assets

Saving and Editing Assets

Once you have finished inputting information to your Asset click Save in the top right hand corner to save it.

Remember - unlike Tasks and Forms, Assets don't get a Location Pin so you won't see them in Plan View. To edit the information stored in your Asset you will need to use Location Summary. We will look at this a little later.

5 Things You Need To Know

How can I move my Asset from one place to another?

Assets in Field View are designed to be fixed assets – i.e. they are created in one location and cannot be moved to another. An example of this would be:

  • A cooker 
  • A generator 

Assets in Field View are also designed to be checked – i.e. has it been installed? Yes or No.

A typical example of how Assets should be used in Field View is imagine that you had a fitted kitchen which was having a cooker, a fridge, a freezer and a washing machine installed. You could use Field View to check off when they have been installed.

5 Things You Need To Know

How can I see where an Asset is in a location?

Assets exist in a location – just not somewhere specific in a location. This means that Assets don’t have their own Pin on Plan View.

Assets can be seen in Location View just like Tasks and Forms - you can see their icon on the Location Tile. To view the details of the Asset you will need to select Location Summary for a location with an Asset. As well as the Asset name and the Checking status – if you click on the Expand button you can see associated comments and photographs for the Asset.

5 Things You Need To Know

How can I add additional Asset information (like Make and Model) on the tablet?

Additional information about your Asset like Description, Quantity and Model can be added on the Tablet by tapping on an Asset in Location View to show the details screen.

Remember - the following fields are not currently used:

  • Classification
  • Organisation
  • Person
  • Expires
  • Drawing Number

The Model field can be used to record the model of a particular Asset but remember that you cannot output this to a report on the website - the information can only be used on the Tablet.

5 Things You Need To Know

I want to use my own barcoding system to tag my Assets in Field View

Like Locations, Assets can be linked to a barcode. This barcode can be scanned by the Field View application which will take you directly to the Asset.

Barcodes are normally generated within Field View and allocated a unique reference number. By using the Reference field and the Use As Barcode tick box on an Asset you can make Field View use your reference number instead to generate the barcode.

5 Things You Need To Know

How can I assign an Asset to one of my site team so that they get a notification that it needs to be checked?

Although there is an Organisation and a Person field for each Asset this is no longer used and may be removed in a future version. So you currently cannot assign an Asset to a particular person for checking.

Using the Field View website however you can see who has checked a particular Asset

Barcodes in Field View

Barcodes in Field View

Field View can generate barcodes for several items within your project:

  • Locations 
  • Assets 
  • Forms 

By using these barcodes you can quickly access the information related to them just by scanning the QR code. For example, if you put a Location barcode on a door you could scan it with Field View and be taken directly to the location on Plan View.

Location and Asset barcodes are generated with a unique reference ID within Field View or, for Locations and Assets, you can use the Use as Unique Reference option to select your own instead. This is done by a Project Administrator.

Creating a barcode for a Person in Field View is not used and the functionallity is likely to be removed in a future update of Field View.

To use the Barcode feature on a tablet you will need to have a barcode scanner app on your tablet. Your tablet may come with one already installed – if not you can install a Barcode Scanner app from the Play store. Search for the phrase “Barcode Scanner” in the Play store. We recommend the app created by Zxing Team.

Barcodes - Permit Barcodes

Barcodes - Permit Barcodes

You can also create unique QR codes for your Forms. This will allow you to create pocket size cards that can be used to issue and control Permits. Creating the Barcodes for Forms is a Business Administrator Role.

Each individual permit will be allocated it’s own QR code and by scanning the code on your Field View tablet you can open that Permit and issue it to a subcontractor.

Subcontractors can then carry the card on them so that if you are performing site checks you can scan the card to check the current status of the permit.

Finally you can scan in the Permit when it is returned.

.

Barcodes - Form Question Barcodes

Barcodes - Form Question Barcodes

Forms can also have Barcode Questions in them that allow you to scan information into your form. This can be from:

  • A location or asset barcode 
  • A Form QR code 
  • A standard barcode or QR code (to input text)

What is a barcode (or QR code)? It is just a string of text converted into some lines – so the Barcode question will just convert that back into text.

Barcodes can be generated either through dedicated applications or by using free, online, resources.

5 Things You Need To Know

Can I use my own barcodes in Field View?

Locations and Assets in Field View use a unique system code to identify them – however a Project Administrator can over-ride this with a replacement, unique code of your own.

Creating a barcode for a Person in Field View is not used and the functionality is likely to be removed in a future update of Field View.

For Barcode Questions in Forms then yes you can as all the scanner does is to convert the barcode into text and then add that to your question. Barcode Questions are set up by a Business Administrator.

For Barcode Forms (for example permits) the barcode is not specific to Field View as all it does is convert some text to identify the Form Type. You can generate the barcodes outside of Field View but you must use the Barcode Prefix of the form in your barcode. This function needs to be set up by a Business Administrator.

5 Things You Need To Know

Do I need a barcode scanner app for iOS or Windows?

The Field View application for Apple and Windows works slightly differently to the Android application – in that they have an in-build barcode scanning app.

Selecting the Scan Barcode option in the Hamburger Menu (top left hand corner) for both iOS and Windows will give you a Scan Barcode option that you can use to scan Location, Asset and Form barcodes.

In the same way tapping the Scan button next to a Form Barcode Question will open the Barcode Scanner from within a Form.

5 Things You Need To Know

How can I use Barcode Permits on my project?

Barcode Permits need two things to work – the Permit Forms in Field View need to be configured so that they work with barcodes and a set of Barcodes for your forms need to be generated to replace your paper permits.

Configuring Form Templates to be able to use Barcodes is something that needs to be done by a Business Administrator. If they are not currently set up for your Business you will need to investigate getting this done.

For each Permit that you need to issue you will need to create a unique barcode for that permit. For example – if you need 10 Hot Works Permits then you will need to create 10 unique barcodes. Speak to your Implementation Consultant for advice on how to create these permit cards.

5 Things You Need To Know

Do I need to use a particular Barcode Scanner app for Android?

The Android application does not come with it’s own Barcode  Scanner so you will need to install one to use the Barcode functions.

Any Barcode Scanner will work – we usually use the Barcode Scanner by ZXing Team.  Search the Play Store for one that suits your Business requirements.

Remember – if your device is locked down by a Mobile Device Manager – you will need to speak to your IT Department to help you get the application installed.

5 Things You Need To Know

What's the best way to use barcodes on my project?

Different people use barcodes in Field View in different ways – the most common are:

Location Barcodes. Creating a Location Barcode and attaching it to the door of a room makes it easier for your site team to identify the correct location as scanning the barcode will take them to the correct location on the tablet automatically. Ensuring that barcodes don’t get moved or swapped is essential for this to function correctly !

Permits. Permits offer significant time and cost savings over paper forms but need a bit more setup than standard forms – and consequently you will need to make some preparations for their  roll out to ensure that they are used effectively.

Section 7 - Location Summary

Location Summary

Location Summary

Once you have started adding Tasks, Forms and Assets to your project you will need a way to get a quick overview of what is happening in each location without having to tap each pin on your Plan and read all of the Task or Form information.

Field View helps you do this through the Location Summary tool. Location Summary gives you an “at a glance” high level overview of Points of Interest in a Location. It also allows you to drill down into detail if you need to.

To use Location Summary select a Location that you want to view and tap the Location Summary button.

Location Summary - Tasks - High Level View

Location Summary - Tasks - High Level View

You will now be able to see – at a glance - the number of Tasks, Forms, Assets and Process Tasks that have been raised in this Area along with an indication of how many of them are Complete.

Here we can see that:

  • 28 Tasks - 7 are complete
  • 49 Forms - 8 are complete
  • 3 Processes - 0 are complete
  • 5 Assets - 1 is complete

Tapping each of these items will let you drill down into further details. Let’s look at Tasks first. Tap on the Tasks line to see further details

Location Summary - Tasks - Mid Level View

Location Summary - Tasks - Mid Level View

You can now see the next level of detail. Here you can see:

  • The Task Description
  • The Organisation it's issued to
  • The Workflow Status of the Task

From this screen you can take a few actions that will make it easier to deal with multiple Tasks.

Location Summary - Tasks - Mid Level View - Changing a single Task Status

Location Summary - Tasks - Mid Level View - Changing a single Task Status

If you want to quickly change the status of a Task without having to read all the details you can tap on the Workflow Status drop-down to show the available statuses.

Select the status that you need here to quickly move that Task to that status.

In this way you can quickly change the status of Tasks in an area without having to click each individual pins and changing the workflow status that way.

Location Summary - Tasks - Mid Level View - Changing multiple Task Statuses

Location Summary - Tasks - Mid Level View - Changing multiple Tasks Statuses

From this screen you can also use the multi-select feature to change the status of many Tasks at the same time.

Press and hold on a Task and it's background will turn blue. Tap on any other Tasks that you want to change the status of so that they have a blue highlight as well.

You can now set the status of all of these Tasks to Complete or Closed by clicking on the appropriate flag in the top right-hand corner.

Once you select either the Complete or Close flag you will be prompted to confirm that you are sure that you want to move all selected Tasks to that status. Clicking OK will update all of the Tasks and you will receive a confirmation that the statuses have been changed.

Location Summary - Tasks - Detailed View

Location Summary - Tasks - Detailed View

Finally you can drill down to the Task Detail the mid-level screen.

Tap on the text of an individual Task here at mid-level to go to the Task Details screen.

This will open the Task as if you had tapped on the Task pin.

You can edit and update your Task from here. Clicking Save will take you back to the mid-level view showing you the at-a-glance summary of Tasks.

Location Summary - Forms - High Level View

Location Summary - Forms - High Level View

Lets have a look at how we can use Location Summary with Forms.

Tapping Location Summary will show you the high level view of all the Forms in the Location that you selected.

Here we can see that there are 49 Forms in this location, 8 of which have been completed

Tapping on the Forms line will move you to the mid-level view.

Location Summary - Forms - Mid Level View

Location Summary - Forms - Mid Level View

Just like Tasks here we can see the list of Forms in this location along with when they were created and what workflow status they are at.

Just like Tasks you can tap on the workflow status to quickly change the status of each Form without opening each individual Form.

Differently to Tasks, however, you cannot multi-select Forms and change the status of multiple Forms at the same time.

You can still tap on an individual Form to open that Form in Detailed View to add additional information or to view the Form information.

Location Summary - Forms - Detailed View

Location Summary - Forms - Detailed View

Tapping on a Form Title in mid-level view will take you to the Detailed View of the form. Here you can edit your form, add answers, change the Workflow Status and Distribute the form - just as if you'd tapped on the Form Pin in Plan View.

Once you have finished entering information tap the back button on your tablet to be taken back to mid level view.

Location Summary - Assets - High Level View

Location Summary - Assets - High Level View

Once an Asset has been created you can view it’s details via the Location Summary icon.

You will be able to see a high-level view of how many Assets are in a location and how many of them are complete (checked). Here you can see that there are 5 Assets at this location, one of which is complete.

Tapping on the Assets line will allow you to drill down into more detail.

Location Summary - Assets - Mid Level View

Location Summary - Assets - Mid Level View

You can now see the next level of detail. Here you can see:

  • The Asset Description
  • The Quantity of the Asset
  • The Workflow Status of the Asset

You will notice that some Assets don't have a Workflow assigned to them. This cannot be done from the tablet - it must be done on the Field View website. 

  • If the Asset was added on the Tablet then you cannot attach a Workflow to the Asset. These Assets will not appear in the Asset reports on the Website.
  • If the Asset was added on the Website then you can attach a Workflow to the Asset. These Assets will appear in reporting on the Website.

If you need your Asset to have a Workflow and to appear in reporting you will need a Project Administrator to create the Asset first on the Field View website and assign a Workflow.

Changing the status of an Asset

Just like Tasks and Forms you can quickly change the status of an Asset by tapping on the Workflow Status field.

Unlike Tasks (and just like Forms) you cannot change the status of multiple Assets at the same time.

Location Summary - Assets - Detailed View

Location Summary - Assets - Detailed View

Tapping on an Asset Description in mid level view will take you to the Detailed View for that Asset. Here you can view and edit the details of your Asset.

Once you have finished inputting information tap on the Save button in the top right-hand corner to return to the mid level view of your Assets.


Location Summary - Assets - Mid Level View - Overflow Menu

Location Summary - Assets - Mid Level - Overflow Menu

Each Asset in the mid level view has an Overflow Menu on the right hand side. This allows you to add:

  • Comments
  • Photographs
  • Tasks
  • Forms
  • Sub-Assets

to your Asset


Adding Comments

Tapping on the Comments line will allow you to add a comment to your Asset.

As before type your comment into the Comments field and then click the Post icon on the right to save the comment.

Your User Name as well as the Date and Time that the comment was made will be recorded in the Audit Trail.

Tap anywhere outside the Comments box to return to the mid level view.

Adding Photographs

Tapping on the Photographs line will allow you to add a photograph to your Asset.

As before you can either take a new photograph or add one from the gallery.

Your photograph will appear as a thumbnail on the photograph screen. As before, tapping on the photograph will allow you to annotate it.

Adding Tasks and Forms

Tapping on either the Tasks or Forms line will allow you to add either to your Asset

As before you can either attach a Task or a Form to your Asset.

Clicking on New Task will open the Task Type options for you to pick from - similarly tapping on New Form will open the Form Type options for you to pick from.

Saving your Task or your Form will return you to mid level to view your Asset.

Sub Assets

Tapping on the Sub Asset line will allow you to add sub assets to your parent Asset.

This allows you another way to group your Assets. For example the parent Asset could be Cooker and you could have two assets Electric Cooker and Gas Cooker.

You can also have sub assets of sub assets. You can see the sub-asset level by the grey bar next to the Asset Description. Each sub-level will add another grey bar onto the Asset.

Location Summary - Assets - Mid Level View - Expand / Shrink Details

Location Summary - Assets - Mid Level - Expand / Shrink Details

The Expand / Shrink button in the top right hand corner removes the plan view from the left hand side and allows you to see some more information about your asset.

In fact it shows you a wider view of the same options available in the Overflow menu, namely:

  • Comments
  • Photographs
  • Tasks
  • Forms.

You cannot add sub-assets from the Expand / Shrink menu - only from the Overflow menu.

Adding Comments, Photographs, Tasks and Forms works exactly as we've seen before. Tap on the Expand / Shrink button to return to mid level view.

Location Summary - Processes

Location Summary - Processes

Processes in Field View are a “list of standard tasks that are completed again and again over multiple locations”. And example of a process would be:

  • 1st Fix Carpentry 
  • 1st Fix M&E 
  • 2nd Fix Carpentry 
  • Etc 


Location Summary - Processes - High Level View

Location Summary - Processes - High Level View

Processes are applied to your project by an Administrator and can be seen on the tablet in locations that have diamond icons on the tiles. Select the lowest available tile and tap the Location Summary icon.

Here we can see that A01 has 3 Processes and in the Location Summary pane that no Process Tasks are complete.

Tapping on the Processes line will take you to the Select Process view.

Location Summary - Processes - Select Process

Location Summary - Processes - Select Process

You will now be able to see what Processes are available at this location.

Depending on your project there may be one or more processes at a given location.

In this example we are going to complete the QA Residential Apartments Internal Process by tapping on it.

Location Summary - Processes - Mid Level View

Location Summary - Processes - Mid Level View

You can now see the list of Tasks for this location and the status that they are at. Unlike a normal Task we don’t have to enter information into a Process Task – it will be automatically assigned to the responsible organization so that notifications can be sent to them.

As expected you can change the status of each task by tapping on the Workflow and selecting a status. Depending on your particular Process you might see things like:

  • Not Started 
  • In Progress 
  • Complete 
  • Not Applicable

Process Workflows are unique in Field View as they give you a Not Applicable option.

As we've seen before you cannot batch change the status of multiple Process Tasks - you must change one at a time.

Location Summary - Processes - Mid Level View - Attached Forms

Location Summary - Processes - Mid Level View - Attached Forms

Processes can save you time as you can configure each Task to include a standard Form as well. This means you don’t have to raise separate tasks and forms – or even look for the correct form to go with the task.

Tapping on the Overflow menu to the right of each Task will show you if there is an attached form. If there is it will appear at the bottom of the list for you to select.

Tapping on the form will open it so that you can start filling in the information. The form might be configured to be mandatory. This means that you will need to mark the form as Closed before you are able to mark the Process Task as closed.

Location Summary - Processes - Mid Level View - Overflow Menu

Location Summary - Processes - Mid Level View - Overflow Menu

The Overflow menu will also show you how many 

  • Comments
  • Photos
  • Tasks 

you have created against your Process Task. Unlike we've seen previously you cannot add Forms directly to a Process Task - they must be pre-configured.

Adding Comments, Photographs and Tasks is done in exactly the same way as before.

Location Summary - Processes - Mid Level View - Expand / Shrink Details

Location Summary - Processes - Mid Level View - Expand / Shrink Details

Just like Assets, Processes have an Expand / Shrink Details button in the top right hand corner. Clicking this will remove the plan view from the left hand side and display some additional details for the process.

As before you can attach Comments, Photos and Tasks to your Process Task by clicking on the appropriate icon on the right of each Task.

If there are standard forms attached to the Process Task you can also see them here – but only once they’ve been created. If they have not been created yet you will need to create them first by tapping on the Overflow menu for that particular Task.

Location Summary - Processes - Detailed View

Location Summary - Processes - Detailed View

Clicking on an individual Process Task in mid level view will open the Task details pane. As Process Tasks are pre-configured by your Administrator you can see that somethings are already filled in - which are not on a standard Task. The Process Task Description, Package and Issued To fields will already be filled in.

You can see here that, unlike a regular Task, there is no option to add photographs or comments to a Process Task.

You can, however add additional information such as Target Start, Target Finished, Caused and Caused By to your Task. These fields will differ depending on how your Tasks have been set up by your company.

 The Target Start and Target Finish dates in the Process Task will allow you to generate Reports on the Field View website showing you how well you are progressing against target.

Target Start and Finish Dates

We've seen on a standard Task that it has a Target Finish date. This is the date that you need your subcontractor to finish the work by.

This works a little differently for Process Tasks.

Here the Target Start and Finish Dates allow you to estimate when a particular phase of work should start by and finish by. You can use this information in a report on the Field View website to measure your performance against plan.

Field View will also record Actual Start Date (the date you started the Task) and Actual Finish Date (the date you Closed the Task). This allows you to report of variance against plan.

Additional Fields

Just like a standard Task you may see some additional fields (like Caused or Caused By) that your Business Administrator has specified are required.

Differently to a standard Task you can see that there's no option to add Comments or Photographs. This must be done at mid level view instead.

Location Summary - Location Checking

Location Summary - Location Checking

As we've mentioned previously your Project Administrator may have configured Locations in the project to use Checking. This is where you can mark a Location with a Status - for example Complete / Not Complete. We can see in the example above that A07 and A08 have coloured bars on the left hand side. This means that Location Checking has been enabled here.

Changing a Location Status

Location Checking can be viewed in Location Summary. Tap the location that you want to change the Status for and then tap Location Summary.

You can now see the Location Status in the high level view.

Tapping the Location Status will display the available Workflow Statuses for this location.

Remember - the Location Status is not linked to the Tasks or the Forms in a Location.

  • Changing the Location Status to Closed will not close all Tasks and Forms in that Location.
  • Closing all Tasks and Forms in a Location will not change the Location Status to Closed as well.

5 Things You Need To Know

It takes a long time to tap on each Task Pin to change the status - how can I make this quicker?

Using Location Summary to quickly change the status of multiple Tasks is one of the most forgotten about features of Field View. When we do refresher training people always say “I’d forgotten about that!”.

Using Location Summary you can either change the status of a Task or Form by tapping on the workflow (without having to go into the Task or Form details) or, for Tasks, you can multi-select Tasks and change several statuses in one go.

You can also use  Location Summaryto see how much of an area is complete. Underneath the Tasks, Forms and Assets options you can see the number of each in an area – and how many of them are Complete.

5 Things You Need To Know

I have a Quality Process on my project but I can't see the Task Pins on my Plan View. What's gone wrong?

Process Tasks are a little different to normal Tasks and one of the main differences is that the Tasks (and Forms) exist in the location – not somewhere specific in the location. This means that you won’t see pins.

This helps keep your Plan View clear for other things that you raise – you might have 20 tasks per room with 20 forms on a Process. That would create a lot of pins in a room and make it messy.

Process Tasks and Forms are always created, edited and viewed through Location Summary – not Plan View.

5 Things You Need To Know

I want to add a comment or photo to my Process Task. How do I do this?

To add some comments of photos to your Process Task you will need to open your Process in Location View so that you can see the Process Tasks and then press the Expansion button in the top right. You will then see the Comments and Photo icon to the right of each Process Task.

Remember – even though you can tap on a Process Task to open the details screen you will see that the Comments and Photo options are missing from the bottom. You will need to add them via the Expansion button.

5 Things You Need To Know

My Asset is not installed and I want to raise a Task for someone to fix this. How can I connect the Task to the Asset?

Once you have created the Asset you can attach a Task or a Form to it by clicking on the Expansion button and then clicking on the lightning bolt icon to the right of the Asset.

You can attach multiple Tasks or Forms to the Asset – you can see how many there are by the number on the lightning bolt icon or the clipboard icon.

To see the attached Task or form click on the lightning bolt icon. Tasks and Forms will be displayed in summary view. To see the specific details tap the Task or Form to be taken to Detailed View.

5 Things You Need To Know

I want to sign off an area quickly. What's the best way to do this?

You can sign off all Tasks in a location quickly by using Location Summary.

Select a location and then select Location Summary. You will now see all Tasks at that location along with their Workflow Status.

Press and hold one of the Tasks and it will highlight blue. You can now select multiple Tasks at the same time. At the top of the screen there will now be two flags – one for Complete and one for Close. Pressing one of these will change the Workflow Status of all Tasks that you selected at the same time.

Section 8 - Dashboard and Filters

Filters - Managing Tasks in the Field

Filters - Managing Tasks in the Field

As time goes by the number of Tasks and Forms on your project will grow and you will need some way of changing the information that you see to meet your needs. For example – you might not want to see Closed Tasks on the tablet, just ones that are outstanding.

To do this you need to click on the Filter icon in the top right of the application.

Filter Options

From this pop up box you can decide what kind of information you want to (and don't want to) see on your Project. There are options for:

  • Tasks
  • Forms
  • Processes 
  • Assets

Each item has it’s own filter options that can be accessed by tapping on the appropriate box.

Show Counts

Remember in Location View you can see the count’s of  the number of Tasks, Forms, Processes and Assets on each tile?

You can switch off these counts from the Filters screen. This can be useful at the end of a large project with lots of forms and tasks and can make the Location View tiles load quicker.

Filters - Tasks Filters

Filters - Task Filters

Let’s take a look at Tasks Filters.

As you can see you can filter by a range of different options to highlight the information that you need to see. Most of these are fairly straightforward and do exactly what they say that they do – however the Status filter is worth a second look so that we understand exactly what’s going to be displayed for each option.

Filters - Task Filters - Status

Filters - Task Filters - Status

These are the default Status filters in Field View. Each one allows you a slightly different view of your Tasks.

  • All Statuses: Will display all Tasks regardless of their status 
  • All Open: Will display all Tasks that are not Closed. i.e. All Tasks in the Open and Complete status. 
  • All Closed: Will display all Tasks in the Closed status only. 
  • All Complete: Will display all Tasks in the Complete and Closed statuses. 
  • All Non Complete: All Tasks that are not complete. i.e. are in the Open status only.

You can select one option at a time from this field - but it can be combined with other filters. Filters combine using AND logic - that is Status AND Task Type. This will filter Tasks that meet the selected Status AND the selected Task Type.

Filters - Task Filters - Task Type

Filters - Task Filters - Task Type

The Task Type filter allows you to look at specific types of Task on your Project. The list will populate with the available Task Types for your project (this is the same list of Task Types that you see when you create a Task).

You can select one option at a time from this field - but it can be combined with other filters. Filters combine using AND logic - that is Status AND Task Type. This will filter Tasks that meet the selected Status AND the selected Task Type.

Filters - Task Filters - Issued To and Issued By Org

Filters - Task Filters - Issued To and Issued By Org

The Issued To Org and Issued By Org fields work in exactly the same way - both offer you a list of Organisations that are associated with your project. The Issued To Org will be used more often as you can use this to filter Tasks for a specific company. Issued By Org will usually only be used in projects where subcontractors are raising their own Tasks.

You can select one option at a time from this field - but it can be combined with other filters. Filters combine using AND logic - that is Status AND Task Type. This will filter Tasks that meet the selected Status AND the selected Task Type.

Filters - Task Filters - Issued By User

Filters - Task Filters - Issued By User

The Issued By User filter allows you to filter your Tasks by a specific user on the project. This can be a useful filter if you want to see Tasks that you issued or, if someone is on holiday, to see someone else's Tasks so that you can manage their work.

You can select one option at a time from this field - but it can be combined with other filters. Filters combine using AND logic - that is Status AND Task Type. This will filter Tasks that meet the selected Status AND the selected Task Type.

Filters - Task Filters - Issued Date

Filters - Task Filters - Issued Date

The Issued Date filter allows you to specify a date range that you want to see Tasks from. There are three options that you can select:

  • All. Shows you all Tasks - regardless of then they were issued.
  • Range. Shows you all Tasks between two dates.
  • Relative. Shows you all Tasks relative to today's date.

Issued Date - Range

Tap Range and you will be presented with two date fields. Select a Start Date and an End Date and Field View will filter your Tasks to show you only Tasks created between those dates.

The filter will include Tasks issued on the Start and End Dates. For example, if your Start Date was 01/01/2017 and your End Date was 31/01/2017 then Tasks issued on the 1st and 31st Jan would be displayed as well.

Issued Date - Relative

Tap on Relative and you will be presented with options for how far back from today's date you want to filter. You can select from:

  • Days
  • Weeks
  • Months

You can select one option at a time from this field - but it can be combined with other filters. Filters combine using AND logic - that is Status AND Task Type. This will filter Tasks that meet the selected Status AND the selected Task Type.

Filters - Task Filters - Overdue

Filters - Task Filters - Overdue

Finally the Overdue filter will allow you to filter your Tasks to show you only Tasks where the Target Date of the Task is yesterday or older. For example, if today's date was 05/03/2017 and a Task's Target Date was 04/03/2017 then the Task will be flagged as overdue.

This is one of the main filter options that you are likely to be using on a day-to-day basis.

Filters - Applying a Filter

Filters - Applying a Filter

Once you have finished selecting the filter options that you want click on the Apply button in the bottom right hand corner. This will apply this filter to your project not your location. Your filter will apply everywhere that you select once it's applied.

Active Filter Indicator

You can see if a filter is active by looking at the Filter icon in the top right hand corner. An Active filter will have a blue funnel icon.

If no Filter is applied then the icon will not have a blue fill.

Filters - Removing a Filter

Filters - Removing a Filter

To remove a Filter tap on the Filter icon in the top right hand corner this will open up the Filter Selection showing you what options have been selected.

Tap the Reset button at the bottom to remove the Filter. You will now see that the Filter icon in the top right has lost it's blue fill.

Filters - Form Filters

Filters - Form Filters

The filter options for Forms are almost identical to Tasks. Just like on a Task we can filter by status as well as Form Name and Type, who it was issued to or by and who issued it and when.

Expired Forms

The one filter field that is different for Forms is that instead of an Overdue filter there is an Expired filter.

Forms can be given an Expiry Date by a Business Administrator. Putting a tick in the Expired tick box will filter your Forms to show you Forms where the expiry date has passed.

Filters - Process Filters

Filters - Process Filters

The filter options for Processes work in exactly the same was as for Tasks and Forms except there are fewer filters to choose from.

  • Package. Filters the Process Tasks on your Project to show you Process Tasks that are allocated to a specific Package. This is useful if you want to see all of the Carpentry & Joinery parts of the Process.
  • Process Name. Filters the Processes on your Project to show you Process Tasks from only the Process you have selected. For example if you had an Internal and an External Process setting the Process Name to "Internal" would remove Process Tasks from the External Process from view.
  • Issued To Org and Issued By Org. These fields work as before and allow you to filter Process Tasks to specific organisations on your project.

Remember - Process Tasks do not have a pin in Plan View, so you will only see Process Tasks in Location View.

Filters - Asset Filters

Filters - Asset Filters

The filter options for Assets work in exactly the same was as for Tasks and Forms except there are fewer filters to choose from.

Status filters work as before. Each one allows you a slightly different view of your Assets.

  • All Statuses: Will display all Tasks regardless of their status 
  • All Open: Will display all Tasks that are not Closed. i.e. All Tasks in the Open and Complete status. 
  • All Closed: Will display all Tasks in the Closed status only. 
  • All Complete: Will display all Tasks in the Complete and Closed statuses. 
  • All Non Complete: All Tasks that are not complete. i.e. are in the Open status only.

In conjunction with what we saw in the guide to adding an Asset the:

  • Issued To Org
  • Issued By Org
  • Classification
  • Expiry

fields are no longer used - so you won't be using these filters.

Filters - Combination Filters

Filters - Combination Filters

Task, Form, Process and Asset filters can all be combined at the same time to show you exactly what you need to see on your Project.

Selecting multiple filter types will display the options for those filter types in one page (you may need to scroll down to see some options). Select the options that you need for all the filter types that you want to use and press Apply to use your filter on multiple items.

Filters - Editing a Filter that is in use.

Filters - Editing a Filter that is in use.

You can edit a Filter even if it's being used (you can tell this by the blue fill to the Filter icon in the top right hand corner).

To edit the filter tap on the Filter icon to open the filter options again. Make the changes that you need to and then click Apply again at the bottom. Your filter will now be updated and applied to your Project.

5 Things You Need To Know

How can I see just what I need to do on the tablet?

Field View has three main statuses – Open, Complete and Closed. As a Main Contractor you will want to see to see items that your subcontractors have said that they have finished and are available for you to inspect.

To do this on your tablet click on the Filters icon and select Tasks. In the filter selection pick “All Complete” in the Status field and then click Apply. This will show you any Tasks that are in the Complete or Closed statuses.

If you want to see just Complete items that you will need to get your Project Administrator to apply some changes to your Task Workflow. This will mean that Closed items get removed automatically from your device.

5 Things You Need To Know

If I save a filter how can I use it for another location?

Once you create a filter you can save it to your Dashboard for use at a later time. The filter that you created isn’t linked to a particular location though – you can use it for multiple locations.

To use a previously saved filter on a new location select the location that you want – either through Location View or Plan view and then select the Dashboard icon. Tap the filter that you want to use and it will be applied to the location that you are looking at.

As long as the filter is applied (you can check – if the filter icon is blue then a filter is applied) you can switch locations and the filter will still apply to the new location.

5 Things You Need To Know

How can I see outstanding Clean Up notices that need to be actioned?

As well as filtering by Status you can also filter by type – in this case you will need to select the Clean Up Notice form type in the Form Type field.

We also need to see all Clean Up Notices that are still in the Open status. To do this select the All Non Complete option in the Status field.

You will now be able to see all Clean Up Notices that have not been actioned. You could further refine this by using the Issued Date filter to show you Clean Up Notices that have been issued in the last 24 hours by selecting the Relative tick box and then entering 1 day in the filter options.

5 Things You Need To Know

How can I see all of the Carpentry & Joinery tasks on my Process?

Filtering processes is a little different to Tasks and Forms – remember you cannot see Process Task or Form pins in Plan View. So your filter will apply to Location View instead.

To see Process Tasks associated with a Carpentry & Joinery package select the Process filter and then change the Package field to Carpentry & Joinery. You will now see on Location view that the diamonds that indicate that there is a Process there will only show parts of the Process that are allocated to the Carpentry & Joinery package.

5 Things You Need To Know

How can I find all the assets that have not been checked on my project?

Just like filtering for Process Tasks Assets don’t have their own pin on Plan View – so your filter will apply to Location View instead.

If you filter your Assets on the Status field by selecting “All Open”. This will then filter Assets on the project to all Assets in the Open status.

Dashboards - Saving Filters

Dashboards - Saving Filters

Once you’ve created a useful filter you might want to save it for future use – to save you having to pick the filter options all over again.

Field View allows you to do this via the Add To Dashboard option.

When you create a filter if you want to save it for future use then before you click the Apply button click the Add To Dashboard option.

Dashboard Tiles

A new Dashboard Tile will be created and Field View will give it a name based on your filter selections.

You can change the name by tapping on the title and overwriting the text that’s there.

The Dashboard Item will also show you the number of items that meet the filter criteria in your project in the bottom right-hand corner of the tile.

Once you are happy with the title click save to create the new item.

Dashboards - Accessing the Dashboard

Dashboards - Accessing the Dashboard

To access the Dashboard click the star icon in the top right of the Field View application. The Dashboard is personal to you (it’s your login) so you can only see filters that you have saved.

When you apply a filter from the Dashboard it will apply to every location on your project. Not just the location you were at when you created it.

Dashboards - Dashboard Tiles - Project S Curve

Dashboards - Dashboard Tiles - Project S Curve

The Dashboard contains all of the filters that you have save and will contain at least one standard item – the Project S Curve. 

The Project S Curve shows you a count of Tasks at the Open, Complete and Closed statuses over time for your project. The Y-Axis shows you the count of Tasks that have been created and the X-Axis shows you a point in time for your project.

When you first start a project the S-Curve will be blank - this is because you haven't raised any Tasks yet. Once you start creating Tasks then the information will start to automatically populate.

S Curve Detail

The S-Curve display is a very useful tool for getting some quick and useful information about what’s going on in your project.

  • The Red line indicates new Tasks being opened 
  • The Yellow line indicates Tasks being completed by a subcontractor 
  • The Green line indicates Tasks that have been signed of as Closed by you.

S Curve Data - Time

Click and hold at a point on the S-Curve and you can see what week of the project (measured from the Project Start Date contained in Field View) a particular point is.

S Curve Data - Task Count

When you tap and hold on a point on the S Curve you can also see the number of Open, Complete and Closed Tasks for that point in time in the box in the top left hand corner.

Dashboards - Dashboard Tiles - How to read the Project S Curve

Dashboards - Dashboard Tiles - How to read the Project S Curve

You can use the project S Curve to monitor speed and progress in your work. 

  • If the Yellow line is close to the Red line then your subcontractors are completing their tasks almost as fast as you are issuing them. 
  • If the Red line is some distance from the Yellow line then you are issuing Tasks as fast as you can but your subcontractors are not completing them quickly.

Complete to Closed

Similarly,

  • If the Yellow line is close to the Green line then you are signing off completed work as soon as it’s done.
  • If the Yellow line is some distance from the Green line then your subcontractors are completing their tasks – but you are not signing them off quickly. 

You can use the S-Curve to quickly assess performance on site.

Dashboards - Dashboard Tiles - Saved Filters

Dashboards - Dashboard Tiles - Saved Filters

Dashboard Items that you saved from the Filters screen also appear here. In this example we can see two Filters that have already been created.

The useful feature of these Dashboard Item is that you can create them and then apply them to any area of your project.

For example on Floor 01, Room 1.01 you might want to see All Closed Tasks. In which case you would select your location through Location / Plan View, click the Dashboard icon and then select All closed Tasks. The saved filter will be applied and you will be taken back to Location / Plan View with the filter applied.

You can save as many Dashboard Items as you want – there are 9 to a page and if you create more they will just move onto a new page. Swipe right to access them.

Creating new Dashboard Tiles directly from the Dashboard

You can create new Dashboard Items directly from this screen by tapping on the + button. This will open up the Filter menu allowing you to create a new filter to save to the Dashboard.

Rearranging Dashboard Tiles

You can re-order tiles using arrows icon. Tapping this icon will open up a list of all Dashboard items. Drag them into the order that you want them and then click Save.

Dashboard Help

You can also get a reminder overview of what each function does by pressing the ? icon.

Dashboards - Dashboard Tiles - Editing and Deleting Dashboard Tiles

Dashboards - Dashboard Tiles - Editing and Deleting Dashboard Tiles

You can edit individual Dashboard items by tapping the Overflow icon in the top right-hand corner of each saved Filter. This will give you the option to:

  • Edit the Name of the Filter 
  • Edit the Filter criteria 
  • Delete the Filter

Remember – once you press Delete you will be asked to confirm your choice. If you confirm it then the filter will be deleted – you cannot recover it. If you need the filter again you will need to re-create it and save it back to the Dashboard.

Editing Filter Names

Tapping on the Edit Name option will allow you to change the Dashboard Tile name to something else. This can be useful if the default name that Field View gives the tile doesn't help you remember what it is doing.

Once you selected a new name click Save to store the new details.

Editing Filter Criteria

Tapping on the Edit Criteria will open the Filter screen showing what filters are being applied.

Once you have made the changes that you need click Save at the bottom to update your changes to the Dashboard Tile.

Deleting Dashboard Tiles.

Once you press Delete you will be asked to confirm your choice. If you confirm it then the filter will be deleted – you cannot recover it. If you need the filter again you will need to re-create it and save it back to the Dashboard.

5 Things You Need To Know

How can I tell if my subcontractors are completing Tasks in a timely manner?

Field View gives you a quick, visual way to check on performance on your project in the Dashboard by using the S-Curve tile. The S-Curve shows the number of tasks that you’ve opened, completed and closed at any give point of the project. Opened tasks are represented by the red line, Complete tasks by the yellow line and Closed tasks by the green line.

Ideally the gap between these three lines should be consistent – in thirds if you like. This would indicate that you are opening, completing and closing them at a good pace.

If the yellow line is closer to the green line than the red line then your subcontractors are taking longer than expected to complete their Tasks.

5 Things You Need To Know

Can I apply more than one filter at the same time on the tablet?

On the tablet you can only apply one of your filters at the same time – the filter can contain multiple criteria (for example you could have a filter that applies to Tasks and Forms at the same time) but you cannot select two separate filters and apply them at the same time.

For example you cannot have a filter that filters on the Open status AND the Closed status - you must pick one or the other.

Filters on the tablet Dashboard are designed to help you manage day-to-day jobs on your project. If you need to look at your project information in more depth there are more advanced filters available on the Field View website.

5 Things You Need To Know

Can I use the filters that I save on the tablet on the website as well?

Filters that you save on the Tablet are designed to be able to be used off-line. This mean that they don’t sync with the Field View website.

5 Things You Need To Know

How can I edit a filter that I've already saved?

Filters can be edited at any point after they have been saved. To edit a filter select the Dashboard icon to view the filters. Click on the overflow menu in the top right-hand corner of the filter to open the edit options.

You can edit the name of the filter (the name that appears on the tile) as well as the filter options that make up the saved item. To edit the filter options select the Edit Filters option. You will be shown the filter selection options again – make the changes that you need to make and then click Save to update your filter.

5 Things You Need To Know

How can I share my filters with other people on the project?

When you log into the tablet you are logging in with your specific user name so anything that you create or use is linked with your User Name.

Each individual user will want to have their own “view” of the project – the things that they need to look after or see will usually be unique to them.

The same applies for any filters that you create. The Dashboard that you view on the tablet is your Dashboard and is unique to your User ID. This means that you cannot share it with anyone else on the Project.

Section 9 - Overflow Menus

The Overflow Menu - Inside the Application

The Overflow Menu - Inside The Application

There are two overflow menus in Field View – one inside the application and one on the login screen. They both have similar menus with just a few specific options in each.

The overflow menu inside the Field View application allows you to:

  • Use the Clipboard. We covered this when creating a Task.
  • Give feedback and suggestions for Field View 
  • See any system messages 
  • View our online help guides 
  • Get some information about the application

Feedback Menu

The Feedback menu links you to Field View’s Suggestion Box page.

Here you can see ideas and suggestions that other Field View users have submitted as well as being able to add your own.

You can also vote on other people’s suggestions if you think they are a good idea. Suggestions have different categories and we will let you know if we are planning to implement them or not.

Your tablet will need an internet connection to use this feature.

On the landing page you can see a list of current suggestions for Field View, who created them and how many votes that they currently have.

We use the votes as an indication of how popular / important a particular issue is to Field View users and we will give you an idea of how likely it is that a particular feature will be implemented by the Status column on the left hand side.

You can also register your details on the site allowing you to post as yourself, add votes and receive notifications about topics that you are interested in.

Messages

The Messages option will show you any current system messages (the same messages that you see on the login screen).

This can be useful if there is system downtime planned and you need to remind yourself when you need to close all Tasks and sync your tablets.

Help

The Help option links you to the Field View wiki help site. You must have an internet connection to access this page.

There are several guides to using Field View on this page but importantly it also gives you contact details for the Field View Support Team at the top of the page.

Your tablet will need an internet connection to use this feature.

About

The About screen shows you what version of the Field View application you're using, what Device you're using and the contact email for our Support Team.

Our Support Team may ask you to look at these details to help them diagnose some issues.

The Overflow Menu - Login Screen

The Overflow Menu - Login Screen

The Overflow Menu on the login screen allows you to access additional settings to setup your device, help us diagnose problems and use multiple projects on your device.

It’s important to understand that you should not change any settings in these menus unless you understand what they do.

Viewpoint recommends that you have attended the Project Administrator training session to be able to fully utilize these functions.

The Overflow Menu - Login Screen - Settings

The Overflow Menu - Login Screen - Settings 

The Settings menu controls the information that Field View uses to connect your tablet to your project and to the Field View website.

The only information that you should need to enter in this screen is a Device Name, Device Password and Sync Server Location when setting up a new device.

Changing these settings without direction from Field View Support is not recommended and doing so will usually mean that your device stops syncing.

Device Name

Tapping on the Device Name field will open a dialogue box to allow you to enter the device name that you want to use on this project.

Device Names are setup by Business Unit Administrators and are a unique identifier linking your tablet to your project.

If your tablet has already been setup do not change the information in this field as it could cause your tablet to stop syncing to the Field View website and, in extreme cases, could result in a loss of data.

Device Password

Tapping on the Device Password field will open a dialogue box to allow you to enter the device password for the appropriate Device Name

Device Passwords are setup by Business Unit Administrators and allow for secure transfer of information from your tablet to the Field View website.

If your tablet has already been setup do not change the information in this field as it could cause your tablet to stop syncing to the Field View website and, in extreme cases, could result in a loss of data.

Sync Server Location

The Sync Server Location field controls which of Field View’s servers your tablet will connect to when it syncs.

This should be set to match your nearest region.

If your tablet has already been setup do not change the information in this field as it could cause your tablet to stop syncing to the Field View website and, in extreme cases, could result in a loss of data.

The remaining settings should not be altered unless instructed to do so by Field View support.

The Overflow Menu - Login Screen - Utilities

The Overflow Menu - Login Screen - Utilities

The Utilities menu contains two tools to help Field View support diagnose issues with your device.

Upload Database will send the contents of the Field View database stored on your tablet to us. This can be used to diagnose problems or, in extreme cases, ensure that you do not lose work if you have a critical issue with the tablet.

The Test Connection function will allow Field View support to analyse connection issues between the Tablet and the Field View servers. Both of these options should not be used unless directed to do so by Field View Support.

The Overflow Menu - Login Screen - Switch Project

The Overflow Menu - Login Screen - Switch Project

The most useful option in the Overflow menu – and the one you are likely to use most frequently is the Switch Project function.

This menu allows you to load multiple projects on the same device. There is no limit to the number of project that you can load on your tablet other than the available storage space that your tablet has.

Each project that you want to be able to access on your device will needs it’s own unique Device Name and Password. These will need to be created by your Business Administrator.

Project List

The Switch Project menu will show you all of the projects that your tablet is able to connect to.

Each project will display the Device Name that is being used underneath the project name.

Your currently active project is indicated by a green tick next to the project name.

The Switch Project screen also shows you how much space you have available on your tablet for additional projects.

Switching Project

You can quickly switch between projects by tapping the name of a project in the list.

You will be asked to confirm if you want to switch to that project and, if you say OK, will be taken back to the Field View login screen. The name of your new project will now display in the top left hand corner of the login screen.

If you haven’t accessed a project for a while then you will usually need to sync your tablet once you have switched project to ensure that you have the latest information available to you.

Deleting a Project

If you need to free up some space on your tablet – or you no longer need to work on a particular project then you can delete the project database from your tablet.

You cannot delete a project that you are currently working on (i.e. your active project) – so if that is the project that you need to delete then you will need to switch to another project (if available) and then delete the project.

Tapping delete will ask you to confirm your action by typing in a 4 digit code. This will ensure that you do not delete a project by mistake.

Adding a new Project

To add a new project to your device tap the New Project button.

Field View will ask you to confirm that you want to create a new project and remind you that you will need to create a new Device Name and Device password for this project.

The new Device Name and Device password will need to be created by your Business Administrator.

You will now need to enter the Device Name and Device password that you have been provided by your Business Administrator. You will also need to select the Sync Server Location to ensure that you are connecting to the appropriate Field View server.

The Device Name and Password will only need to be entered once. Once you have saved them you should not delete or change them as this can cause Field View to stop working.

Once you have entered all details tap the Back button on your tablet to return to the login screen

The login screen will now have no information – you will notice that there is no project name in the top left hand corner or any User Names on the right hand side.

This is because you need to download the project database onto your tablet – this is why we entered the Device Name and the Device Password.

Tap the Sync button in the bottom left hand corner to begin this process. Once the sync is complete the new project name will appear in the top left and the User Names will appear on the right hand side

The Overflow Menu - Login Screen - Feedback

The Overflow Menu - Login Screen - Feedback

The Feedback menu links you to Field View’s Suggestion Box page.

Here you can see ideas and suggestions that other Field View users have submitted as well as being able to add your own.

You can also vote on other people’s suggestions if you think they are a good idea. Suggestions have different categories and we will let you know if we are planning to implement them or not.

Your tablet will need an internet connection to use this feature.

On the landing page you can see a list of current suggestions for Field View, who created them and how many votes that they currently have.

We use the votes as an indication of how popular / important a particular issue is to Field View users and we will give you an idea of how likely it is that a particular feature will be implemented by the Status column on the left hand side.

You can also register your details on the site allowing you to post as yourself, add votes and receive notifications about topics that you are interested in.

The Overflow Menu - Login Screen - About

The Overflow Menu - Login Screen - About

The About screen shows you what version of the Field View application you're using, what Device you're using and the contact email for our Support Team.

Our Support Team may ask you to look at these details to help them diagnose some issues.

5 Things You Need To Know

Can I have more than one project on my tablet?

Field View has a Switch Project function that allows you to have more than one project on the tablet at the same time. Like the title implies you cannot run them both at the same time but you can switch between them.

For every project that you want to use on your device you will need a Business Administrator to create you a Device Name and a Password for the project. The project will then need to be added to your device via the Switch Project function.

Remember that an average size project will take up around 2 gig of space on your tablet – so there will be a limit to the amount of projects you can store on a tablet. Larger projects will take up more space.

5 Things You Need To Know

Will I need to update the Device Password every now and then?

Device Names and Passwords are what link your specific device to a specific project. They are the User Name and Password for your project files if you like.

This means that once you’ve added them you should not need to change them after this. They will simply stay attached to your device.

5 Things You Need To Know

How can I give you feedback on the way Field View works?

We welcome everyone’s feedback on Field View – in fact we encourage it!

We want to hear from our users the things that matter to you – and the best way to do this is to use Suggestion Box, our website page that can be accessed from the Feedback menu in the Overflow Menu.

Suggestions are open to everyone – so other people can vote for your suggestion and you can vote for theirs. We will keep you posted about the likelihood of a particular feature being developed.

Remember that you need to be connected to the internet to access this webpage.

5 Things You Need To Know

Field View isn't syncing - can I use the diagnostic utilities to work out what's going wrong?

The diagnostic utilities contained in the Field View application allow us to perform some basic tests and get some basic information on what’s going wrong at a give point in time.

However diagnosing anything beyond a simple fault will usually require access to the sync error log and an understanding of what the error codes mean.

Our Support Team is there to help you and to get any problems resolved. Contacting them is usually the best way to resolve any problems.

5 Things You Need To Know

I decided to give my device a new name and now it won't sync - what can I do?

You should not change any of the information in the Settings screen unless specifically told to do so by one of our Support Team.

Changing a Device Name will break the link between your device and your project and this will need to be resolved by way of a Clean Sync – which needs to be done by a member of our Support Team

Section 10 - Field View Website

Field View Website

Field View Website

Once you have synced information from your Tablet you will want to use the Field View website to view your Data. The website is where you will produce reports such as:

  • Overdue Tasks 
  • Outstanding Work 
  • Work that needs signing off 
  • Snagging sheets

You can also view statistics about your Project, edit and add information to your Tasks and Forms and change the status of your Tasks and Forms directly from the website.

User Name and Password

To access the Field View website go to:

www.priority1.uk.net

The login screen will be the first screen that you see. As well as fields to enter your User Name and Password you can see Viewpoint news and information, check the service status of Field View and reset your User Name or Password if you have forgotten them.

Your User Name and Password will be issued to you by your Business Administrator. It is the same password that you used to login on the tablet.

Field View Service Status

Clicking the link to the Field View service status underneath the login details will show you whether there are any knows issues with the Field View website or application.

Subscribing to Updates

You can also subscribe to information from this page so that you will get alerts if any problems occur.

Scrolling down the page will also display information about any planned maintenance to our system.

If you cannot access this page you can also call the Field View Support Team for advice.

Field View Website - Logging in - Reset Password and Username

Field View Website - Logging In - Reset Password and Username

If you forget your Field View password you can easily reset it by clicking on the Forgotten Password link on the login screen.

This will open the Reset Password screen.

Reset your Password

To reset your Password you will need your Field View username. Enter your User Name and an email will be sent to the email address registered to your User Name with a new password.

Remember – the new password will not be active on your tablet until you synchronise the device.

Reset your Username

If you can’t remember your User Name then you can get this emailed to you by clicking the Forgotten User Name link from the login screen or the Forgot your username link from the Reset Your Password screen.

To get your User Name sent to you enter the email address associated with your Field View account. You will then be sent an email containing your User Name.

If you have also forgotten your password you can then use your User Name to reset your password.

Field View Website - Logging In

Field View Website - Logging In

To access the Field View website enter your User Name and Password on the login screen and then click the Log In button.

You will then be taken to the Dashboard page for your Project.

Field View Website - New Field View and Classic Field View

Field View Website - New Field View and Classic Field View

The main screens that you will be using on the Field View website have been revamped into a new “look and feel” which we call New Web. As a User it is these screens you will be spending your time on.

Administration functions and some other functions are currently only available on the older version of the website. You can click the Field View Classic link to access these menus.

The new version of the Field View website is designed to be cross-browser compatible – meaning it should work on any device that you load it on. Be aware though that some functionality may be limited on a mobile device.

Field View Website - Project Dashboard

Field View Website - Project Dashboard

The first page you will be taken to after logging in to Field View will be your New Web Dashboard page.

The Field View Dashboard shows you information about your project in an at-a-glance format allowing you to take action as issues occur.

The Dashboard is unique to your login so you can set it up to display the information that is important to you. It is not a project dashboard – so you can’t share it.

We recommend that you spend a little time thinking about what information you need to see and then adding this to your dashboard.

Dashboard Tabs

Your dashboard contains a number of reports – which we call widgets. Each widget is designed to show a certain type of information and has a number of configuration options.

Currently there are various widgets available to show:

  • Task information 
  • Form information 
  • Process information 

Each page of widgets is called a Tab. You can see what Tab you are on by looking at what is highlighted in the top left hand corner.

Interactive Widgets

Some widgets now have Drill Through capabilities. This means that you can click on them and be taken to the Task List with some filters already applied.

For example,  clicking on the Overdue widget will take you to the Task List and automatically filter it so that it shows you your Overdue Tasks.

Field View Website - Project Dashboard - Dashboard Widgets

Field View Website - Project Dashboard - Dashboard Widgets

Each widget has up to four icons along the bottom row. The icons are (from left to right) 

  • Edit. Change the name and the size of the widget. 
  • Filters. Set the configuration information for this widget 
  • Refresh. Reload the information in the widget with the latest information. 
  • Print.  Displays this widget in a format that is easy to print.

Edit Widget details

Clicking on the Edit icon will allow you to change the Widget Settings.

Currently you can change the Title of the widget (this is the text that is shown above the widget) and the Height of the widget (this is in pixels)

Widget Filters

Clicking on the Filter icon will open the Filter options for that widget. Each widget has it’s own, individual configuration options. These let you decide what set of information you want to display.

The filter options work in exactly the same way as we saw in the tablet application.

Set the filters that you require and click Save. Your widget will then update and refresh and show the new information in the widget.

You can edit the filter settings at any time to update the information that you see.

Adding Dashboard Widgets

Clicking on the + button in the top left-hand corner of your Dashboard will allow you to add new widgets to your Dashboard Tab.

You can choose between Tasks, Forms and Process widgets – simply select the type of information that you want to see and a new widget will be created on your Dashboard.

Re-arranging Dashboard Widgets

Your new widget will be added to the Dashboard Tab by default in the top left hand position.

To rearrange widgets click and hold the header of the widget to drag it into a new position.

There are two columns that you can use on the dashboard – the left hand column is wider and is useful for displaying widgets with your most important information in.

Remember – the top left hand widget is the one that people will read first.

Field View Website - Project Dashboard - Dashboard Tabs

Field View Website - Project Dashboard - Dashboard Tabs

Dashboard Tabs should contain important information that you can read at a glance. If you have to scroll down a lot then it’s likely that information off the bottom of the page will be missed.

Field View allows you to display different information in it’s own setting by using Dashboard Tabs.

Click on the cogwheel in the top right-hand corner to open the Tab Settings menu.

Creating a new Dashboard Tab

Clicking on the + button will allow you to create a new Tab.

Enter the name of your Tab in the pop up box and click OK. This will save your new Tab into the Tab list.

In the same way clicking the – button will allow you to delete existing Tabs from your dashboard. Simply highlight the Tab you want to delete in the list and click the – button. You will be asked if you are sure that you want to delete the Tab and if you click Yes the Tab will be deleted from your Dashboard.

Clicking the pencil (edit) button will allow you to change the name of the Tab.

Switching Tabs

You can switch between your Dashboard Tabs by clicking on their name in the top left-hand corner of the page.

Remember – each Tab can hold it’s own set of widgets. So you can set each Tab to show you a different set of information depending on your needs.

Field View Website - Reporting - Tasks Report

Field View Website - Reporting - Tasks Report

Once you have created some Tasks on your Tablet and synced they will be available for you to view on the Field View website.

Here you can manage your Tasks – see what Tasks have been completed by your subcontractors, report on what Tasks have been created in a certain area, get a list of overdue Tasks etc.

If you are raising Tasks on your Project you should look at this menu at least once a day to help you manage your project.

Managing your Tasks

Clicking on the Tasks menu in the menu bar will show you all Tasks created on your project. Each Task that you create in Field View is given it’s own, unique Task ID which is show in the first column.

This page shows you a lot of information on your Task – where it was raised, what it was, who it was raised to and whether there were any comments, photographs or actions taken from the Task.

As a Main Contractor you will see all Tasks issued on your Project. Subcontractors will only see Tasks issued to them when they log in to the website.

Field View Website - Reporting - Tasks Report - Changing the Status of Tasks

Field View Website - Reporting - Changing the Status of Tasks

You can quickly and easily change the status of Tasks from this screen by clicking on the Status dropdown for a Task. This will show you the available Workflow Statuses for that Task.

You will only be able to see Workflow Statuses that your Role allows. For example Subcontractors cannot generally see the Accepted Status above.

Select the Status that you want from the list and the Task will be updated instantly.

Batch changing Task Statuses

Select the Tasks that you want to change the status of by clicking on the check box next to each one , click the Actions dropdown then select Change Status. You can now choose from a list of available statuses to move all Tasks to at the same time.

This will open the Change Status pop up box.

Select the Status that you want to change to from the list and enter a comment if needed. Your Tasks will then be instantly updated to the new status.

Field View Website - Reporting - Tasks Report - Sorting Task Information

Field View Website - Reporting - Sorting Task Information

By default your Tasks are sorted by Date Created – we can see this is indicated by an arrow next to the column header pointing downward. This means that the Tasks are sorted newest first.

If we wanted to sort them oldest first then clicking on the Created column name will reverse the sort order. The arrow will now change to point upwards.

If you want to see your information sorted by a different column click on that column header to change the Sort. For example clicking on the Type column header will sort your Tasks by Task Type.

Field View Website - Reporting - Tasks Report - Task Information

Field View Website - Reporting - Managing Tasks

Each Task has a set of icons to the right-hand side that shows you what extra information is contained by the Task.

Task Icons

The icons to the right of each task represent the following functions (going left to right):

  • Associations
  • Overdue
  • Photographs
  • Comments
  • Attachements

Field View Website - Reporting - Tasks Report -  Task Information - Task Associations

Task Associations

The first icon shows you whether there are any Associations for this Task. Associations are what link two items (Tasks or Forms) together. So,  for example, if you were completing a Quality Check Form and one of the checks was unsatisfactory you could raise a new Task directly from the Form to deal with it. This will create an Association.

Click on the Association icon to get information on any associated items. You can access the associated Task or Form quickly by clicking the Task or Form ID link.

Field View Website - Reporting - Tasks Report - Task Information - Overdue Tasks

Overdue Tasks

Tasks that are overdue will be indicated by a red stopwatch icon to the right of the Task information.

Overdue Tasks are Tasks where today's date is greater than the Target Date that was set when the Task was created.

It’s important to understand that this will not create any additional alerts for either you or your subcontractor. Remember Field View is designed for both you and your subcontractor to look at your available Tasks on the website and take action on them.

Remember Tasks can be Overdue and Closed - if it was overdue it was overdue!

Field View Website - Reporting - Tasks Report - Task Information - Photographs

Task Photographs

The third icon shows you whether there are any photographs attached to your Task.

Each photograph attached to the Task will be show with it’s own thumbnail in the list along the bottom. To see the full size version click on the thumbnail to open it. You can scroll through each photograph by clicking the arrow buttons at the side of each picture.

You can also upload new pictures to your Task while you are on the website. Click the Upload button in the top left to add new pictures to this Task.

Finally you can delete a photograph by clicking on the cross in the top right-hand corner of the full size photograph.

Field View Website - Reporting - Tasks Report - Task Information - Comments

Task Comments

The fourth icon shows you whether there are any comments attached to your Task.

Each comment will be displayed on it’s own line with details of who created the comment and when. You can add new comments while on the website by clicking on the + button. This will create a new line in this list with your comment and will record your User details along with the date and time that you create the comment.

If you have appropriate Administrator rights you can also edit and delete comments from this screen

Field View Website - Reporting - Tasks Report - Task Information - Attachments

Task Attachments

The fifth icon allows you to add attachments to your Task.

When using Field View on the tablet you can only add photographs to your Task. On the Web, however, you can add additional document types to your Task by clicking the Upload button and selecting a file.

Likewise on the tablet you can see only photographs that you have attached. Any other document attached on the website will not be visible.

You can access your attachment by clicking on the Name of the document.

Uploading Attachments

To upload an attachment click on the Upload link to expand the options. 

Next click on Choose Files to select the Files that you want to upload. If you select multiple files then they will be uploaded at the same time.

Once you select ok each file that you selected will be shown along with a progress bar showing how much has been uploaded. Once each upload is complete the document will be added to the attachments and you will be able to see it underneath the upload section.

Field View Website - Reporting - Tasks Report - Task Information - Overflow Menu

Task Overflow Menu

Finally each Task has an Overflow menu – represented by three dots. Here you can see information on: 

  • Status Audit. This shows you who changed the Task Status to what and when. 
  • View Report. This shows you a printable report for this Task only. 
  • Full Audit Trail. This shows you who changed a variety of Task information and when. 
  • View Plan. This shows you the calibrated area of the location the Task was raised and the Pin showing exactly where the Task is.

Field View Website - Reporting - Tasks Report - Task Information - Overflow Menu - Status Audit

Status Audit

Status Audit gives you a basic audit trail for you Task, showing when a Task Status was changed and by who.

This is useful if you want to know who signed off a Task or who said a Task was ready for inspection. Field View will record the User Name logged into the tablet (or website) at the time it was done.

Field View Website - Reporting - Tasks Report - Task Information - Overflow Menu - View Report

View Report

Clicking on the View Report option will allow you to see the full detail of the Task that was raised along with a picture showing exactly where on the plan the Task was raised.

There are three options for the report:

  • Show Images. This will include any photographs attached to the Task in the Task Report.
  • Show Status Audit. This will include who changed the Task to what Status and when in the Task Report.
  • Show Comments. This will include any comments made in the Task Report.

Page 1

The first page of the report will show you a cut-out of the location from the plan along with a pin for each Task raised at this location. 

The colour of the pin indicates the Status of the Task - as can be seen in the legend to the side of the picture.

Page 2

The second page of the report will show you the details of the Task that you created along with any photographs that were added to the Task.

Underneath the photographs (if selected) you will have the Task Status Audit Trail for this Task showing who moved the Task to what Status and when.

Finally you will have any comments that are attached to the Tasks - again showing who created the comment and when.

Field View Website - Reporting - Tasks Report - Task Information - Overflow Menu - Full Audit

Full Audit Trail

Full Audit Trail shows you more detailed information on changes to your Task.

Changes to information on this screen are highlighted in red – indicating what was changed at the time and by who.

You can also export this information to Excel by clicking on the export button in the top left hand corner.

Field View Website - Reporting - Tasks Report - Task Information - Overflow Menu - View Plan

View Plan

Finally View Plan will show you the calibrated location as you would see it on the tablet along with a pin showing exactly where that particular Task was raised.

This can be helpful if you just want to check where a Task is without having to generate and print out an entire report.

Field View Website - Creating a New Task

Adding a New Task

The Tasks Menu also includes some additional menu options in the top left-hand corner of the page. 

The + button allows you to create a new Task directly from the website.

Filling in Task Information

Adding a New Task on the Website works exactly like it does on the tablet with one exception – you cannot currently drag a pin onto the plan to show the exact location of the task – it will simply be reported as “in” that location.

Select the type of Task that you want to create from the dropdown menu and the Task Information fields will be displayed (just like on the tablet). Complete all the information that you need – remembering to fill in the mandatory fields – and click Save to add your Task to your project.

Field View Website - Reporting - Tasks Report - Filtering Information

Filtering Information

The Tasks Menu also contains a comprehensive set of filters that allow you to search for just the information that you want.

Clicking on the Filter icon will open the list of available filters on the left hand side of the screen.

As soon as you select a filter the Task List will update itself automatically – you won’t need to click anything.

Combining Filters

Filters can be combined in different ways and more than one option can be selected for each filter type. For example you may want to see Tasks on the First and Fifth floor of your building. To do this you would simple select the Location filter and select the First and Fifth floor by clicking on the check box for each one.

You can filter on many things including:

  • Task ID, Location, Task Description, Status, Task Type, Issued To Package 
  • Issued To Organisation, Issued By Organisation, Issued By User 
  • Show Overdue Tasks Only 
  • Created / Issued Date 
  • Status Change Date

Filters add together – so in this example you will see Tasks in F01 and F05. If you have a filter applied to your Tasks List it will be indicated by the filter icon turning blue.

Removing Filters

To clear any filters you have set click on the – button to the left of the Filters text at the top of the Filters box.

Field View Website - Reporting - Tasks Report - Adding or Removing Columns

Adding and Removing Columns

Although Field View allows you to see all of the high-level Task Information in the Tasks Menu you may not want, or need to see all of it. You can switch of each of the displayed columns in the Task menu as needed by clicking on the Add / Remove Columns icon in the top left-hand corner.

Column Configuration Selection

This will open the Column Configuration options which allows you to select which columns are visible on the page.

Just like the Filters list as soon as you change the visibility of a column the Tasks list will update itself instantly.

Field View Website - Reporting - Tasks Report - Actions Menu

Actions Menu

Finally the Actions Menu gives you some additional reporting options: 

  • Change Status. Change the status of a single or multiple tasks. 
  • Bulk Update. Change the Package, Issued To Organisation and Target Date of multiple Tasks 
  • Task Report. Printable list of multiple tasks that can be sorted and grouped as desired. 
  • Status Summary Report. Shows you how many Not Complete, Complete and Closed Tasks each subcontractor on your project has 
  • Export as CSV. Exports the displayed Task List into an Excel compatible format. 
  • Delete. Delete single or multiple Tasks.

Field View Website - Reporting - Tasks Report - Actions Menu - Change Status

Change Status

Selecting multiple Tasks and selecting Change Status will allow you to batch change the status of each Task.

If each Task that you select is of the same Task Type then you will see the specific Workflow statuses for that Task Type.

If there are different Task Types in your selection then you will see the Field View superstatuses of Open, Complete and Closed. Bulk updating the status will change each Task to the appropriate equivalent for each Workflow on each Task Type.

You can also add some comments to each Task if required.

Field View Website - Reporting - Tasks Report - Actions Menu - Bulk Update

Bulk Update

Selecting Bulk Update will allow you to change who multiple Tasks are issued to and when they are due by.

Selecting a Package in the Package drop down will automatically update the Issued To field.

Putting a tick in the Update Target Date will allow you to select a new due date for your Tasks.

Field View Website - Reporting - Tasks Report - Actions Menu - Task Report

Task Report

Tasks Report allows you to generate a printable report of all Tasks selected in your list. You can organise and group the output in different ways.

This function is useful if you need to print Snagging sheets for certain subcontractors. Set your filters to show

  • Only Tasks from that Subcontractor (Issued To Package)
  • Only Open Tasks (Status “All Open”)
  • The date range that you need (Created Date between XX and YY) 

Remember – you want to encourage your Subcontractors to use the Field View website to manage their own Tasks. They will be able to do all of this themselves on the Field View website.

Field View Website - Reporting - Tasks Report - Actions Menu - Status Summary Report

Status Summary Report

The Status Summary Report will show you how many Not Complete, Complete and Closed Tasks each subcontractor on your project has

Each subcontractor will also be divided into the individual Packages of Work that they have on your project.

The information that you see in this report is affected by the filters that you select in the filter screen. You can use the filters to narrow down the information in the report as required.

Field View Website - Reporting - Tasks Report - Actions Menu - Export As CSV

Export To CSV

The Export as CSV option will take the information available on screen and export it to an Excel compatible file.

Once in Excel format you can use this information in other systems to create custom charts, reports or analysis.

Field View Website - Reporting - Tasks Report - Actions Menu - Deleting Tasks

Deleting a Task

Finally, selecting one or more Tasks and clicking Delete will delete those Tasks from your Project. You will only be able to use this option if you are an Administrator.

You will receive a confirmation asking you are you sure and it you click Yes then all selected Tasks will be deleted.

Field View Website - Editing Tasks

Editing a Task

You can also edit information in your Tasks directly from the Field View website.

Left clicking on a Task ID will open the detailed view of your Task allowing you to enter new information as required as well as change the Status of your Task.

Once you have completed your changes click on Save at the bottom of the Task to update your changes.

Remember – any changes made on the website will need to be synced to your tablet for them to be visible in the field.

Field View Website - Differences between the Website and the Tablet

Differences between the Website and the Tablet

You can do almost everything that you can do on the tablet on the Field View website – change your Task Information, add photographs and comments etc. However there are two, specific differences in functionality on the website compared to the Tablet. 

  • You can add any document on the website. You can add any type of document to your Task on the website – but remember you will only be able to see photographs on the tablet. 
  • You can see the Plan View on the website but you cannot add or move a Pin. While you can raise a Task and add a pin (or move it) on the tablet you can only see the plan on the website – not add a pin to it.

Field View Website - Reporting - Forms Report

Forms Reports

The Forms Menu works in a very similar way to the Tasks Menu and shows you all the Forms that you have raised on your Project. You can: 

  • Click on the + button to add a new form directly on the website. 
  • Filter your form information using the Filter button. 
  • Change the column information that you can see using the Add / Remove Column button. 
  • Change the status of a Form by clicking on the Status of each Form or changing the status of multiple forms by selecting Change Status from the Actions menu.

Form Icons

Just like with Tasks the icons on the right hand side show you:

  • Any Associations to the Form 
  • Whether Forms are overdue 
  • Whether there are photo’s attached 
  • Whether there are comments attached 
  • Whether there are documents attached.

Linked Tasks to a form will display as the linked document icon with Overdue tasks displaying as a red stopwatch.

Comments, Photos and Attachments will show a dark blue if present and a light blue if not.

Field View Website - Reporting - Forms Report - Overflow Menu

Overflow Menu

There are a few additional options in the Forms menu which are specific to the way that forms work.

Distribute

In the Overflow Menu for a Form you have the option to Distribute the Form. This allows you to send your Form to a Distribution List (if your Administrator has set them up), a Person on your project or an Organisation working on your project.

Unlike Tasks, Forms are not required to be completed by anyone so distributing a form is like sending them a copy for their attention. If they have the relevant permissions for that Form Type then they will be able to view the information in it as well as add new information if required.

You can also distribute forms from the Actions Menu.

Required Questions

The Required Questions option will show you all questions in a Form that are mandatory (i.e. must be answered before the form can be Closed) that have not yet been answered.

To see all Required Questions (whether they have been answered or not) put a tick in the Show All Required Questions tick box.

Field View Website - Creating a New Form

Creating a New Form

Just like creating a new Task on the website you can create a new Form by clicking on the + button.

Select Form Type

You will now need to select the Form Type that you want to create. These are the same Form Types that you select from on the Tablet.

Select Form Template

Once you have selected your Form Type the options will update and you will see a list of all Forms available to you under that Form Type. Select one to start entering details into the form.

You can change the available forms by selecting a new Form Type.

Enter information into the Form

You can now start filling in your Forms.

Forms on the Field View website look and work exactly as they do on the tablet.

Field View Website - Editing a Form

Editing a Form

Just like Tasks you can also edit your Forms directly on the website by clicking the Form ID of a particular Form..

Completing forms on the Field View website works in exactly the same way as it does on the tablet – you can complete questions, add photos and comments, use the All Good function etc but there are a few differences: 

  • You cannot currently add a wet signature to a form on the website. You can only select your name and Organisation. 
  • If you attempt to sign a form as another User you will need to have them present as they will need to input their Field View password to add their signature.

Field View Website - Form Information

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Form Icons

The icons to the right of each Form represent the following functions (going left to right):

  • Associations
  • Photographs
  • Comments
  • Attachments

Field View Website - Form Information - Form Photographs

Form Photographs

Just like Tasks you can see the photographs attached to your Forms by clicking on the Photograph Icon.

Each photograph attached to the Form will be show with it’s own thumbnail in the list along the bottom. To see the full size version click on the thumbnail to open it. You can scroll through each photograph by clicking the arrow buttons at the side of each picture.

You can also upload new pictures to your Form while you are on the website. Click the Upload button in the top left to add new pictures to this Form.

Finally you can delete a photograph by clicking on the cross in the top right-hand corner of the full size photograph.

Field View Website - Form Information - Form Comments

Form Comments

Just like Tasks the icons to the right of each Form shows you whether there are any comments attached.

Each comment will be displayed on it’s own line with details of who created the comment and when. You can add new comments while on the website by clicking on the + button. This will create a new line in this list with your comment and will record your User details along with the date and time that you create the comment.

If you have appropriate Administrator rights you can also edit and delete comments from this screen

Field View Website - Form Information - Form Attachments

Form Attachments

The third icon allows you to add attachments to your Form.

When using Field View on the tablet you can only add photographs to your Task. On the Web, however, you can add additional document types to your Task by clicking the Upload button and selecting a file.

Likewise on the tablet you can see only photographs that you have attached. Any other document attached on the website will not be visible.

You can access your attachment by clicking on the Name of the document.

To upload an attachment click on the Upload link to expand the options. 

Next click on Choose Files to select the Files that you want to upload. If you select multiple files then they will be uploaded at the same time.

Once you select ok each file that you selected will be shown along with a progress bar showing how much has been uploaded. Once each upload is complete the document will be added to the attachments and you will be able to see it underneath the upload section.

Field View Website - Reporting - Assets Report

Assets Report

The Assets Menu allows you to see details of any Assets that have been created on your Project, what their status is and how many of them there are.

Just like Tasks and Forms you can click on the Status column to change the status, you can add photographs, comments and documents to your Asset and you can produce a Status Report showing when the status of an Asset was changed and by who.

You can also specify how many of an Asset are present in a Location in the Quantity field.

Photographs, Comments, Documents and Actions

Just like a Task you can add photographs, comments and documents to your Asset by clicking on the appropriate icon to the right of each Asset.

Asset Actions can only be raised via the Tablet.

The Overflow Menu will also show you the Status Audit report for that Asset showing when the status of the Asset was changed and by who.

Action Menu

The Action Menu allows you to batch change the Status of your Assets. Simply select multiple Assets and then click the Change Status Option.

If each Asset that you select is of the same Asset Type then you will see the specific Workflow statuses for that Asset Type.

If there are different Asset Types in your selection then you will see the Field View superstatuses of Open, Complete and Closed. Bulk updating the status will change each Asset to the appropriate equivalent for each Workflow on each Asset  Type.

You can also export your Asset information by clicking on the Actions Menu and selecting Export to CSV.

Field View Website - Reporting - Process Report

Process Report

The Processes Menu allows you to manage your Process directly from the Field View website. This is a powerful, visual way to track progress on your project.

Clicking on the Processes tab will allow you to select which Process you want to look at.

Click the Ref field for the specific Process you want to work on to be taken to the Process Summary screen.

Process Summary Screen

The Processes Summary screen shows you a list of locations on your project and a list of Tasks for each location. Each Task will be assigned a Status.

Using these Statuses you can track progress on each location of your project. 

Field View Website - Reporting - Process Report - Action Menu

Process Action Menu

Clicking on the Overflow menu for an individual Tasks will open up the Action Menu for that Task.

Just like in Tasks, Forms and Assets we can add photographs, comments and documents to our Process Task as well as changing the Status of the Task and getting some audit reports.

If the Process Task had an associated Form which you needed to complete this will be shown in the Associations menu - but only if you have created it first on the Tablet.

You can also add information to the Task itself by selecting Edit Process Task.

List View

You can also see this information in List view by clicking on the List option in the top left hand corner of the page.

Similarly to Tasks and Forms this will allow you to add Filters to your information, Add / Remove Columns as well as sorting the data in different ways by clicking on the column headers.

To return to the Summary View just click the Summary tab in the top left-hand corner.

Field View Website - My Field View

My Field View Menu

Some functions in the Field View website have not yet been migrated to the new website “look and feel”. To access these click on the Field View Classic link at the top of the page.

This will take you to the previous version of the Field View website where there are a few more functions available – including the My Field View menu.

This menu is particularly useful as it allows you to change your password to something more memorable if needed.

Field View Website - My Field View - Personal Details

Personal Details Menu

The Personal Details menu allows you to see and add some basic information about yourself to the Field View system. In this menu you can: 

  • Change your name (if you get married or it is spelt incorrectly) 
  • Add or update your Job Title. 
  • Add or update your Telephone number, Mobile number or email address.

Updating Details

Remember – it’s important to make sure your email address is up-to-date as this is what Field View will use to send you notifications, Forms and any Password or User Name reset requests.

You cannot change your Login Name one it has been created.

Field View Website - My Field View - Change Password

Change Password

The Change Password menu allows you set your password to something more memorable (if you have been given a default password) or to change it to something new.

Enter your new password twice – one in the Password field and then again in the Confirm Password field then click Save to update your password. What you type into these boxes must match or you will be asked to check the information again.

Remember – if you update your password on the website you must sync your tablet for it to download the new password.

Field View Website - My Field View - Other Menu Options

My Field View - Other Menu options.

The remaining menu functions have either:

  • been replaced with new versions on the new-style Field View website (for example the Dashboard) 
  • Are used by Administrators (Viewpoint Credentials) 
  • Or are very infrequently used and may be removed in the new version of the Field View website (Shortcuts) 

Returning to New Field View

You can switch back to the new Field View website by clicking New Field View Web.

Field View Website - User Menu

User Menu

Clicking on your User Name in the top right-hand corner of the page will open some additional options:

  • Switch Project. If you have access to more than one project you can switch between them here.
  • Help. Takes you to the Field View Help pages.
  • Sign Off. Logs you out of the Field View website.

Switch Project

Clicking the Switch Project option will open the Select Project menu - allowing you to pick from a list of project that you have access to. 

Click the project's name to highlight it and then press Select to switch to that project.

Help Menu

Clicking here will take you to the Field View wiki page which contains information on how to use Field View (both on the tablet and on the web) as well as how to contact our Support Team in Newcastle.

You can also access our new Clearview portal at https://clearview.viewpoint.com/ which provides additional functions such as Service Status and Live Chat functions. You will need to be created a Clearview account first so contact our Support Team on [email protected] to get this arranged.

Field View User Training - Exam

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